You'll know just how important it is to maximise and protect your personal wealth.

However, the UK has some of the most complex tax legislation in the world. Over time, taxes such as income tax, capital gains tax and inheritance tax can also erode your wealth significantly.

We can help minimise the impact of these taxes on your finances and enable you and your family to enjoy more of your wealth. Whether you have your own business, you're looking to exit your company, or you want to provide for your loved ones, we can help you achieve your goals.

Partner Dan Hartland

+44 (0)121 232 5161

Find out more

Maximising your wealth for generations to come

Before taking any life-changing steps, such as selling your business or making gifts to children, it's important to seek advice. Because we specialise in the ever-changing world of personal tax, we can make sure you pay the right amount of tax according to the law. Our people have extensive experience of advising business owners so you'll talk to people who can relate to your challenges and concerns. 

Our approach is to work hard to build a strong relationship with you and your family. As your advisers, we would listen to what you want to achieve and help protect your family wealth across generations in the most tax-efficient way. 

Everyone in our team understands every aspect of how taxes can affect you. So you'll get to know one person who can manage everything for you. Because we work closely with our wealth advisory experts, we can help you develop an investment strategy that meets your objectives too. Even if you have financial interests outside the UK, we can work with experts in other locations to develop your wealth strategy. 

Our services

We provide a wide range of services to support you, including: