Protect What You’ve Built — Plan for the Future
Whether you're building a legacy for your family or preparing for a future exit, our wealth planning services help you preserve more of what you’ve earned. We structure your property assets to minimise inheritance tax, support generational transfer, and protect against risk.
Inheritance Tax Forecasting
With the right structure, allowances and trust planning, you can pass on your property wealth with minimal tax leakage. We help you explore your options early — from lifetime gifting to business property relief — so your family inherits value, not problems.
Trusted by landlords and developers building long-term legacies — not just portfolios.
Whether you’re a hands-on landlord or a high-growth developer, our tailored services mean you’ll always have expert support—exactly when you need it.
Smart, Strategic Wealth Preservation
We work with you to plan how your property wealth will be preserved, passed on, or exited — with strategies that reduce inheritance tax exposure and give you long-term peace of mind.
Inheritance Tax Forecasting
We calculate your estate’s current exposure and identify opportunities to reduce your liability.
Gifting & Transfer Planning
Explore lifetime gifting strategies and how to manage capital gains and IHT thresholds.
Trust & Structure Advice
We advise on discretionary trusts, ownership vehicles and other methods of asset protection.
Succession & Exit Strategy Support
Plan how to step back, pass on, or divest with minimal disruption and maximum preservation.
Wealth That Works for You — And the Next Generation
You’ve spent years building your property portfolio — but without planning, it may be heavily taxed or poorly transferred. We help you plan with confidence, ensuring what you’ve built supports your goals and benefits the people you care about.
