Our team is here to provide you with professional and personal support and advice. We are members of a number of professional bodies including; STEP (Society of Trust and Estate Practitioners), ATT (Association of Taxation Technicians), Chartered Institute of Taxation (CIOT), the Probate section of the Law Society, and Solicitors for the Elderly, so you can be sure you will be receiving the highest level of expertise.
We have relationships with a number of accountants, independent financial advisers and private bankers, all of whom have proven track records in the provision of high quality, independent advice to a broad range of individuals.
Your assets, personal circumstances and priorities may change over time, so the careful planning and regular review of your affairs is essential.
Jonathan is a Private Client Partner, Taxation Technician & Chartered Tax Advisor