About Us

We are an owner-managed firm of specialist tax advisers, established in 1995. We provide advice and technical support in all areas of private client and SME taxes.

Particular interests include: property development and investment; business reconstructions; residency and domicile; and trusts, wills, and estate planning. A significant element of our work has an international flavour.

Investigation and dispute resolution work includes: HMRC Enquiries and Internal Reviews; acting for taxpayers under the Worldwide Disclosure Facility; and representing those subject to HMRC technical or civil fraud investigations under Codes of Practice 8 and 9.

Our services are provided to clients on an ad hoc basis. We have never been involved with the design or promotion of marketed tax schemes.

Our clients are high net worth individuals, and firms of accountants, solicitors, financial advisers, and trustees, located both in the UK and elsewhere.

Our principals are lawyers or accountants, and members of the Chartered Institute of Taxation, the Society of Trust and Estate Practitioners, and other professional bodies.