Our Services
Our work includes:
- Strategic succession planning with expertise in vital tax issues, reliefs and exemption, related residence and domicile areas
- Wills to help you meet current needs whilst reducing inheritance tax
- Obtaining probate and the administration of estates, including varying wills for tax or other purposes
- Trusts creation and administration for strategic tax planning and for looking after the infirm and disabled
- Provision of professional trustee services to provide objectivity and creativity
- Court of Protection and Public Guardianship Office matters
- Powers of attorney enduring, general and specific
- Charities their establishment and administration
- Investment advice through well established links to independent financial advisers and brokers
- International Estate Planning - through the experience of having multi-jurisdictional qualified lawyers we can advise on all aspects of cross border estate and asset protection planning.
Our Clients
We advise people at all levels of wealth and recognise their need to organise their affairs in a tax efficient manner.
Our Private Client Team is headed by Mathew Davies.
The Private Client team are based at our Cradley Heath office, although they are willing to meet you at our Halesowen Office or at your home if preferable. We are members of the Society of Trust and Estate Practitioners (STEP), Solicitors for the Elderly and the Association of Contentious Trust and Probate Specialists.
Contacts:
Our Team
