We provide bespoke tax and estate administration and planning services for individuals, families, trusts and estates across many generations. Our service is focused on providing tax-efficient business and personal advice designed to save you tax and give you peace of mind.
Our services include:
When it comes to inheritance tax on personal wealth, family businesses and investment portfolios you need specialist advice. We have developed a proactive approach to tax and succession planning focused on understanding your goals and implementing timely planning.
We are involved in advising executors in aspects of estate administration, working closely with solicitors to ensure that compliance matters are completed efficiently.
Estate planning is not solely about tax and we adopt an integrated, common sense approach, helping to ensure your own financial needs are met while maximising the amount available to pass on to your heirs.
Our tax team includes chartered tax advisers and trusts and estates practitioners.
Our tax partner Masum Ahmed is the immediate former chair of the Kent Society for Trust and Estate Practitioners.