Private Client

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.

Our key services include:

  • Probate & Estates
  • Powers of Attorney
  • Tax Compliance
  • Tax Planning
  • Trusts
  • Wills and succession planning
  • Charities

Some Useful External Links:-

(ABG is not responsible for the content of external links)

Office of the Public Guardian
Inheritance Tax
Charity Commission
My Lost Account

Group Members

Adam Cotterill