Wealth Planning and Protection

You work hard for your money. We’re here to make sure it works just as hard for you. Whether your wealth comes from building a business, successful investments or family inheritance, robust and tax efficient planning is essential for protecting your assets.

Our Tax Partner David Gillies has over 20 years’ experience in trusts and inheritance planning and assisting clients in structuring their affairs in the most tax efficient way. You might be looking to enjoy the wealth you’ve built during your lifetime, or seeking to protect it for the future. Our specialist team are here to understand your goals and put the right financial plans in place to help you achieve them.

Personal Investment Advice

Inheritance Tax Planning

Trusts and Estate Planning

Personal Pensions

Capital Gains Tax Planning

Property Portfolios and Investment

Income Tax Planning

Residence and Domicile Issues

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