We know that early, efficient tax planning can turn a liability into a lucrative opportunity. Our focus is long-term, advising families on how to manage assets across generations. We help to maximise income and retained assets while offering intelligent advice and a friendly service, enabling investment and protecting inheritances at the same time.
For many years, protecting estate, land and farm owners’ assets has been an intrinsic part of our estate management service.
Turning a liability into an opportunity
Our team regularly reviews property values to calculate potential Capital Gains and inheritance tax implications, before working with other advisers to make the changes needed, to reduce that exposure. Several of our directors are full members of the Society of Trust and Estate Practitioners (STEP), being the first surveyors to become members of this pre-eminent professional association.