Helping your clients unlock the full value of their life's work -
while you stay focused on what you do best.
How We Support You
Strengthen Your Client Relationships — Without Adding to Your Workload
We act as your behind-the-scenes specialists, offering expert estate and inheritance planning that complements the service you already provide. Here’s how we make that partnership work:
1. Add Value to Your Clients Offering
Your clients trust you. When you introduce us, you’re offering them access to expert guidance on wills, trusts, and tax planning — without needing to become an expert in these complex, ever-changing areas.
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Expand your services without expanding your workload
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Be the one who proactively brings estate solutions to the table
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Deepen client trust and retention
2. Expert Advice You Can Rely On
Inheritance tax planning and estate structuring for High-Net-Worth families is complex and highly personal. We offer specialist, advice you can trust — and your clients will appreciate.
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Support with complex trust planning
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Discretionary and lifetime gifting strategies
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Succession plans for shares, businesses, or property portfolios
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Cross-border considerations for UK-resident families
3. Seamless, Low-Touch Process
We make your life easier with clear workflows and timely updates — no chasing, no confusion.
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We keep you updated at every key stage
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Fast turnaround on urgent cases
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Flexible involvement: be as hands-on or hands-off as you prefer
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You retain the primary relationship
Why Accountants Choose Us
Decades of Experience with High-Net-Worth Clients
Fast Response and Ongoing Updates
We Work Alongside You, Not Around You
Our Communication is Clear, Professional, and Focused on Practical Outcomes
Our Services
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Business Exit Planning
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Inheritance Tax Mitigation
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Trust & Will Drafting
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Share Restructuring
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Family Investment Companies