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Tax & Estate planning

Keep more of what you build and pass it on well — allowances used, structures right, family protected.

Financial Advisors for footballers and high net worth families

Estate

The service

Tax is the biggest cost most wealthy households never manage. We work through your allowances, wrappers and structures — alongside your accountant where you have one — and build an estate plan so wealth transfers on your terms.

Signs you need this

You’re a higher-rate taxpayer and nothing is structured around it

No will — or one written before the children came along

You're concerned about paying more tax than you need to

You have a family and would like to ensure your wealth is passed on efficiently.

Who it's for

Higher earners, business owners and families thinking about the next generation.
High net worth families with complex arrangements.
Individuals with children and other financial dependants.

ENQUIRE ABOUT THIS SERVICE

Pairs well with

Financial Planning
Retirement & Pension Planning
Tax & Estate Planning

WHAT'S INCLUDED

Inside the service.

Household allowance strategy

Both partners’ allowances, bands and wrappers working together instead of by accident.

Structuring for higher earners

Salary, dividends, pensions and gifting arranged to keep more of what you make.

Inheritance planning

Strategy and trusts guidance — so wealth transfers on your terms.

Tax-efficient protection

Insurance that protects the plan: the right cover, in the right ownership, at the right amount.