Our team combines years of knowledge and expertise with a direct approach to provide the best advice to our clients on gifting, nursing home issues and protecting family assets in Northern Ireland.
“I have confidence in them, which goes a long way in your professional relationships.”
Private Client, Antrim“There is no room for improvement. Everything and everyone excellent. Kept in touch with me at every stage and so prompt with everything totally the way a business should be run.”
Private Client, Newtownabbey“Found our meetings to be invaluable. We asked many questions and we were very impressed by the knowledge given to us. Felt every issue was comprehensively replied to and gave us confidence. Thank you so much.”
Private Client, Portaferry“No faults with the service - everything was clearly explained - no hard sells - just professional and caring attitude.”
Private Client, Bangor"Everyone I’ve worked with has been approachable and easy to build a strong rapport with."
Client TestimonialExpertise
Our team has been built on years of market leading knowledge and expertise led by a partner and Tax Director with together over 40 years of combined Society of Trust & Estate Practitioners training and expertise advising individuals, couples, families, business owners and farmers on tax efficient gifting and asset protection planning. We have a client centred approach to asset protection that involves practical, easy to understand communication on the implications of future nursing home care, on its potential impact on savings and the family home, on lifetime or Will trusts, on equity release options, on tenancy in common Will planning and how to vary probated Wills and intestate estates by deeds of variation. We adapt our service delivery to what suits you, offering in office, at home, in person or phone or video virtual meetings, allowing us to act for clients all across Northern Ireland expertly and efficiently.What We Do
- Making gifts; ask for our Gifting pack with easy to follow instructions.
- Minimise the future impact of nursing home care on the family finances.
- Create a life interest trust in your Will for your spouse, civil partner or partner.
- Create a trust for a child, grandchild or disabled or vulnerable relative or dependent.
- Post death gifting by deeds of family arrangement or variation.
- Charitable giving to reduce Inheritance Tax or the rate at which Inheritance Tax is paid.
Get in touch
To find out more about how we can help you with your Gifting & Asset Protection query, please contact us.