The Estate Planning Specialists

Our services provide relief from inheritance tax after two years, allow you to retain full control of your capital and tailor your estate planning objectives to meet your requirements.

Inheritance tax relief is achieved using longstanding legislation called Business Relief, which was originally introduced to help individuals and business owners pass on qualifying assets to their children.

Wealth preservation is at the forefront of our investment philosophy, to ensure that you have the peace of mind that your capital will be protected.

Additionally, our services allow you the flexibility to:

  • maximise diversification
  • choose a discretionary or bespoke investment strategy
  • benefit from low fees and upside potential

Keeping you in control of your capital

Services which enable you to retain control of your capital throughout your lifetime and provide a lasting legacy free from inheritance tax.

What makes us different?

Choice of investment strategy

Wealth preservation

Highly diversified investments

Transparency is paramount

Bespoke to your specification

Leave a growing legacy