individual

solutions

We can assist with Wills, Probate, Lasting Powers of Attorney, IHT planning, personal tax or simply tidying up your financial or tax affairs giving you that peace of mind that you are looking for.

We build intimate lasting relationships with generations of families, focusing on wealth protection and Inheritance Tax.

We are responsive, compliant and highly focused, offering financial intelligence to bridge the often-complex gap between business and family finance.

our services

legal solutions

Wills, Trusts and Estate Planning

Before we draft your Will, we always look to sit down with you to discuss your circumstances and fully explore how we can be of the best service to you. If estate planning is appropriate, we work with our in house tax advisors focusing on wealth protection and ways of reducing IHT.

Probate

We understand that it is a difficult time when you lose someone close to you. We can help take away some of the stress by assisting with the administration of the estate which includes collating assets and liabilities, organizing payment of any inheritance tax, making the application to Probate Registry, preparing the estate accounts, collecting funds and attending to distribution. We can also consider variations of Wills to reduce the tax burden.

Executor Service

Having a professional executor ensures that you have an independent representative to deal with your estate. This is particularly helpful when there could be potential conflicts amongst beneficiaries. We are able to consider with you whether a professional executor could help.

Lasting Power of Attorney (LPA)

Whist you have capacity, you can appoint a trusted relative or close friend as your attorney to make decisions for you in the event that you lose capacity. You can also consider appointing a professional solicitor or accountant to fulfil this role. You get to choose who you wish to act for you. The alternative is for your family to apply for deputyship, which is a more rigorous and expensive process.

tax solutions

personal tax and tax planning

We complete over 500 self-assessment returns each year for clients. We also offer fee protection against tax enquiries and investigations giving peace of mind to our clients. We can help with all your personal tax needs.

tax investigations

Our Senior Managers are regularly invited to attend HMRC led workshops. This insight into how inspectors approach various scenarios has significantly helped us with our understanding of HMRC. And we are happy to share this information with you. A well-handled investigation can minimize costs as well as any eventual settlement.

z group solutions

  • business

    We offer a bespoke suite of legal, accounting, HR solutions & architechural services to small and medium sized businesses across London.
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  • individual

    We can assist with Wills, Probate, Lasting Powers of Attorney, IHT planning, personal tax or simply tidying up your financial or tax affairs.
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  • property

    We offer comprehensive turnkey packages for developers and investors. We can assist you with architectural design and planning, all your Commercial and Residential Conveyancing needs, plus property tax planning.
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