Most people have a clear vision for their immediate future and a relatively clear view of how they would like to set things out within their Will at the end of their lifetime. However, there is often a critical gap in planning for the period between these two points in time. This could prove to be a costly mistake as the importance of strategic wealth and succession planning during that important period has never been more vital. Careful planning, professional advice and continuous adjustment are essential in order to devise a plan that can be set out and used as a point of reference going forward.

With this in mind, we’re pleased to introduce our Wealth and Succession service. Managed personally by succession planning expert Richard Miller, tax and estate planning specialist Mike Nicholls and corporate law expert Michael Walby, the service is completely bespoke. We’ll work closely with you and enable you to prepare for the transfer of your wealth in the most tax-efficient and protected manner, ensuring both the continuity of your business interests and the financial security of your next generation.