At ABG, our Private Client Services Group has a longstanding reputation for quality service providing discreet specialist advice primarily for high to very high net worth clients, Charities and Trusts.
The Group listens to clients’ needs and, where necessary, works with other professionals to ensure that sophisticated succession planning achieves the clients’ short, medium and long term objectives. This may include making lifetime gifts in a tax efficient way or creating an inter-vivos trust.
The Group has significant experience in advising estates and trusts of complexity and value. Through the personal experience of the Head of the Group, the Firm is aware of the challenges imposed on trustees and can bring this wealth of experience in advising on day to day issues.
Our key services include:
- Probate & Estates
- Powers of Attorney
- Tax Compliance
- Tax Planning
- Wills and succession planning
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