I am a specialist in succession planning and asset protection for high net-worth families, with a particular interest in the issues arising out of the ownership and management of landed estates and family businesses. This typically involves technical advice on capital taxes (including LBTT) and structuring partnerships and trusts to facilitate a managed strategy for family succession and asset protection. I also have an interest in art and heritage assets.
To me, good advice is not just understanding and solving the immediate issues but finding a solution that fits the wider context and longer term position. Advice must also come from an informed position, be considered in context and workable from a practical perspective.
The most rewarding aspects of our business are building long-term relationships as a trusted advisor providing objective input and guidance and, of course, the more challenging aspects of the work – tackling technical tax and legal issues which require thorough research and analysis before being applied in practice.