Estate Planning and Tax

For a long-term client with income from Australia and other sources, self-assessment became a growing source of anxiety. Our team stepped in to manage the process end to end – providing tailored advice, completing disclosures and aligning with wider estate planning. Although not the lowest-cost option, our transparent fees and trusted relationship gave the client confidence and calm. Our support transformed tax from a source of stress into a manageable, routine part of life – ensuring peace of mind alongside long-term planning.  

For clients with UK assets and international ties, we delivered a strategy that balanced overseas reporting, inheritance tax efficiency and income accessibility. Working closely with the client’s financial adviser and overseas legal contacts, we built a tailored plan covering UK and international exposure. By structuring trusts and investment accounts correctly, we reduced unnecessary liability while preserving flexibility for the future. The result: confidence, compliance and a cross-border estate plan that worked in real life – not just on paper.  

We advised trustees of a long-running family trust that was administratively burdensome and offered little long-term benefit. After reviewing its structure and purpose, we recommended winding it up – enabling funds to be distributed directly to the next generation. This move delivered meaningful support to beneficiaries during life stages where it would have greatest impact, such as home buying and education. With the original beneficiaries’ needs already met, this decision brought simplicity, joy, and financial momentum – turning legacy wealth into immediate opportunity.  

For a long-term client with income from Australia and other sources, self-assessment became a growing source of anxiety. Our team stepped in to manage the process end to end – providing tailored advice, completing disclosures and aligning with wider estate planning. Although not the lowest-cost option, our transparent fees and trusted relationship gave the client confidence and calm. Our support transformed tax from a source of stress into a manageable, routine part of life – ensuring peace of mind alongside long-term planning.  

For clients with UK assets and international ties, we delivered a strategy that balanced overseas reporting, inheritance tax efficiency and income accessibility. Working closely with the client’s financial adviser and overseas legal contacts, we built a tailored plan covering UK and international exposure. By structuring trusts and investment accounts correctly, we reduced unnecessary liability while preserving flexibility for the future. The result: confidence, compliance and a cross-border estate plan that worked in real life – not just on paper.  

We advised trustees of a long-running family trust that was administratively burdensome and offered little long-term benefit. After reviewing its structure and purpose, we recommended winding it up – enabling funds to be distributed directly to the next generation. This move delivered meaningful support to beneficiaries during life stages where it would have greatest impact, such as home buying and education. With the original beneficiaries’ needs already met, this decision brought simplicity, joy, and financial momentum – turning legacy wealth into immediate opportunity.