“Always provide regular updates on cases and work with you in a partnership.”
Mortgage Intermediary, Belfast“Able to work methodically through the paperwork relating to my dad and to relieve the burden a little.”
Private Client, Lisburn“Just operates in a way that you hope they would. They are as good a company as I have ever worked with, top notch.”
Private Client, Bangor“I have confidence in them, which goes a long way in your professional relationships.”
Private Client, BelfastClient Benefits
- Partner led service focused on building a trusted relationship over a life time
- Access to multiple specialists focused on delivering the expertise you require
- Straightforward advice on difficult issues delivered in way that helps our clients make the right decisions in difficult scenarios
- Relationships with firms outside of Northern Ireland to allow us to deal with cross-jurisdictional matters
Key Expertise
- Acted for a widow in relation to a Will dispute concerning her late husband’s shareholding interest in a family business and negotiating an Inheritance Tax efficient £2,500,000 settlement.
- Acted in an intestate estate with substantial Northern Ireland property interests together with off shore accounts under 17 different aliases which involved a negotiated settlement with HMRC and Court Order relief.
- Advising clients relocating from an offshore jurisdiction to Northern Ireland with a multi-million pound investment portfolio on inheritance tax and succession.
- Advising a private client on the acquisition of a £2.75m residential property in Cultra following relocation from England.
Sector Specialisms
Get in touch
To find out more about how we can help you with your Individual & Family Life query, please contact us.