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Our expertise lies in utilising our wealth of experience to offer exceptional advice to our clients, and yours – in strategic partnership with the Countrywide Tax and Trust Corporation.

An extensive team of experts at your disposal

What sets us apart is that we solely specialise in areas of Estate Planning, Tax and trusts, so you know that we are experts in the field. Through our collective knowledge and years of experience, there isn’t a scenario you could throw at us that we haven’t faced before. We offer impartiality and like to think outside the box to provide resolutions you may not have thought of. We will suggest what we believe is needed, not necessarily what your client wants us to do. We want to ensure that we reach the right decision, which is not necessarily the popular decision.

With several members of STEP (Society of Trust and Estate Practitioners), among other professional bodies, our highly accredited team are ready and waiting to support with any of your Tax and Trust queries.

Meet the Team

Support Mechanism

We are an unparalleled support mechanism for the UK’s Professional Adviser community. Delivering a holistic approach with multi-disciplinary advice and services across our numerous in-house teams. We work in partnership with you and your clients, resolving any situation that arises. We pride ourselves in offering the high level of service and expertise that your clients expect, providing confidence in your client retention.

We are anything but traditional in the way we use technology and the service we offer. We really think about the client and we love to make their experience with us as easy as possible, explaining things clearly and simply in a way they can understand.

We engage with you through every part of the process, taking the risks so you don’t have to!

Our Services
01
Technical advice and in-house expertise
02
Professional Executor and Trustee

We are unparalleled in our specialist knowledge. Our elite team are on hand to offer bespoke advice on all aspects of asset and wealth management.

We can act as Executors to deal with all elements of Probate, and as a professional Trustee to manage your clients Trusts effectively