Areas We Serve
We work with families across the UK and increasingly internationally. Most engagements run by video call, with documents signed remotely or couriered when wet signatures are needed. The advice - and the indemnity - is identical to a face-to-face engagement.
United Kingdom
London
Central London, Mayfair, the City, Kensington and Greater London
Southampton
Southampton, Eastleigh, Romsey, Hedge End and the wider Solent area
Dorset
Dorchester, Weymouth, Sherborne, Bridport, Wimborne and rural Dorset
Devon
Exeter, Plymouth, Torbay, Tavistock, North Devon and rural Devon
Cornwall
Truro, Falmouth, Penzance, St Ives, Padstow and across Cornwall
Manchester
Greater Manchester, Cheshire, Stockport, Altrincham and Wilmslow
Liverpool
Liverpool, Wirral, Sefton, Crosby and Merseyside
Newcastle upon Tyne
Newcastle, Gosforth, Jesmond, Tynemouth and the North East
Sheffield
Sheffield, Rotherham, Chesterfield and South Yorkshire
Wales
Cardiff, Swansea, Newport, North Wales and rural Wales
Inheritance Tax Planning - UK Cities
Dedicated inheritance tax planning pages for major UK cities. Offices in Bournemouth and Mayfair; clients advised across the whole of the UK.
UK Nationals Abroad
Spain (UK Nationals)
British residents and second-home owners in Spain — Costa del Sol, Costa Blanca, Mallorca, Madrid and Barcelona
Portugal (UK Nationals)
British residents and retirees in Portugal — Lisbon, Cascais, the Algarve, Porto and Madeira
France (UK Nationals)
British residents and second-home owners in France — Paris, Provence, the Dordogne, Brittany and the Côte d'Azur
Italy (UK Nationals)
British residents and retirees in Italy — Tuscany, Umbria, Lake Como, Puglia, Sicily and Rome
Cyprus (UK Nationals)
British residents and retirees in Cyprus — Paphos, Limassol, Larnaca, Nicosia and the wider expat community
Malta — UK Nationals & Expats
UK nationals and expats in Malta — Sliema, St Julian's, Valletta, Mdina and Gozo
the UAE (UK Nationals)
British residents in the UAE — Dubai, Abu Dhabi, Sharjah and the wider Emirates
Switzerland (UK Nationals)
British residents in Switzerland — Geneva, Zurich, Zug, Basel, Lausanne and the cantons
Ireland (UK Nationals & Cross-Border Estates)
British nationals in Ireland and cross-border families between the UK and the Republic — Dublin, Cork, Galway, Limerick and the border counties
Your 30 minutes. Simple. Yours.
No-obligation.
The path is simple: complete the Discovery first so we walk into the call already knowing the facts. Then in 30 focused minutes, I listen, answer your questions, and you choose if you'd like us to draw up your Inheritance Plan.
1. Start Your Discovery
Required first step. Complete the confidential financial position review so your no-obligation 30-minute consultation starts with the facts, not the basics.
2. Request a Callback
Prefer to speak first? Leave your details and we'll call you back to talk through the Discovery before you complete it.
You choose the date, time, and format - phone or online. Bring anyone you'd like.