Who we can help

Individuals - Where assets are predominantly not liable to Capital Gains Tax 

– AND the use of one or both Inheritance Tax Nil Rate Bands of their own or their spouse’s is not an option
– OR if it is, it does not provide sufficient protection.

Inheritance Tax - Most importantly people who want to limit the inheritance tax burden on their heirs need to contact us.

Long Term Care - We can protect the individual's estate from the Community Care Act and/or imminent Inheritance Tax.
This means you may not have to sell your home to pay for care fees.

Those who are retiring early after a short but high earning career.
Typically then, media, music and sports professionals and entrepreneurs generally- to maximise their investment and income in future years.