Tax and Trusts

Providing for the ones you love

Structure your finances efficiently and put plans in place for the future, making it simpler for your loved ones when the time comes.

Keep your wealth where it belongs

After a lifetime of hard work, there is real comfort in knowing you can leave a legacy for your family. The last thing you want is to have more than necessary lost to tax.

With the appropriate planning, you can make sure more of your money goes to the people and causes that matter most. Trusts and tax strategies may sound complicated, but with clear advice, you will have a plan that is simple to understand and built around your circumstances.

We will help you protect your assets, provide for your loved ones, and enjoy peace of mind about the future.

How we can help you

Pass on your wealth the way you want with clear, expert advice built around you.

Inheritance Tax planning

Make use of allowances, reliefs and smart planning to reduce the impact of tax on your estate.

Intergenerational wealth planning

Plan as a family so wealth can be shared and used to support each generation during their lifetimes.

Trusts

Decide how and when specific assets are gifted to your chosen beneficiary, while reducing your taxable estate.

Trustee services

Appoint an independent professional trustee to manage your trusts impartially on behalf of all beneficiaries.

Our Services

Why choose us for your Tax and Trust planning?

Unbiased advice – We are independent, so our recommendations are always shaped around your family and your priorities.
Whole-of-market access – We can draw on a wide range of solutions, from trusts to investment wrappers.
Support every step – From the first conversation to putting plans in place, we keep things clear and simple.
Industry expertise – With years of experience, we will make complex rules clear and guide you with confidence.
Local and approachable – Based in Uppingham, we are here for friendly face-to-face chats, as well as phone or email – whichever suits you best.

Ready to plan your future?

Come in for a chat or get in touch in a way that is convenient for you.

You will find us right in the heart of Uppingham, in the beautiful county of Rutland. We welcome clients from across the surrounding areas – including Stamford, Peterborough, Bourne, The Deepings – and further afield.