Customer types





WE’RE A FIRM of chartered accountants and tax advisers based in London. Our clients include HNW individuals, families, senior executives, entrepreneurs, property investors and landowners. Many of our client relationships have been built over generations. We specialise in supporting HNWIs, UHNWIs and families, including intergenerational families and trusts. We develop plans to create, manage and preserve wealth between generations, including realising value from land and property.

Our expertise also includes advising non-resident and non-domiciled individuals, as well as UK domiciled and resident individuals. Our partners are actively involved, taking an ongoing interest in your finances and giving you access to their expertise. At the same time, you are a client of the entire firm.

We are proactive in offering suggestions that support your strategy. We bring new ideas, question existing thinking to see how we can help, and often influence major decisions.

WEALTH MANAGEMENT. We’ll help you to think through your finances and make significant improvements, whether by reducing your outgoings (without making any lifestyle changes) or by helping you to generate cash. Our financial advisers will recommend investments while considering opportunities to minimise your capital gains and inheritance tax liabilities.

TRUST, ESTATE AND IHT PLANNING. By structuring your estate tax-efficiently, HMRC’s claim on your estate could be minimised so your loved ones receive more of your wealth. Other strategies include setting up trusts, preparing a will and lasting powers of attorney.

PROBATE SERVICES. Our probate specialists can collect the money due to the estate, pay the taxes and other debts and distribute the estate to beneficiaries at the earliest possible date for you. We can even act as an Executor or Administrator and will manage the whole process for you.

In short, we understand that your personal financial matters are just that – personal. We’ll work with you to understand and empathise, and provide sound, sensitive advice you can trust.


Private client advisory; Trusts and probate; Estates and succession planning


United Kingdom

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