Wealth Preservation

We have a strong and long-established reputation for advising individuals on issues such as succession, tax, and buying and selling property.  We advise a wide range of clients from individuals, trustees, landowners and business owners who may have assets in the UK or abroad.

We offer clear and practical advice for you, your family and your business to help you achieve your aims.  A dedicated professional will take the time to get to know you and your concerns and provide personal and bespoke solutions to simple and complex situations.

We have offices in London, Cambridge and Peterborough.

Coronavirus update

from the Wealth Preservation team...

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Making a Will is perhaps one of the most important decisions you can make, whether that’s making one for the first tim...

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Inheritance tax

With careful planning and regular reviews during your lifetime, we can help you to minimise the tax payable on your deat...

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Trusts can be a flexible solution to wealth management or wealth preservation.  They can hold all types of assets inclu...

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Tax planning

We are specialists in the field of tax planning, supporting clients with issues that arise both during your lifetime and...

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Estate administration

Administering the estate of a loved one can be a daunting prospect, at what may already be an emotionally challenging ti...

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Lasting powers of attorney & Court of Protection

Being unable to make financial or health decisions for yourself is not something any of us wants to face.  However, acc...

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Society of Trust & Estate Practitioners

The Society of Trust and Estate Practitioners (‘STEP’) is the global professional association for practitioners who...

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News & events

news / 07 July 2021

STEPtacular results for members of our Wealth Preservation team

Rebecca Towey and Ellen Eley are studying to become Trust & Estate Practitioners, an internationally recognised qualification that enables full membership of the Society of Trust & Estate Prac...

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news / 21 June 2021

Our Disputes team continues its expansion

news / 11 June 2021

Our Corporate team advises on the acquisition of Wilcox Group Limited

news / 02 June 2021

COVID-19 Notice – Updated

Get in touch with us

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