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Probate

Strategic Business Services

Our specialist strategic business services has been developed and designed from working with visionary and growth businesses.

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When is a gift is not a gift?

When is a gift is not a gift?

  • by David Frederick

A combination of rising house prices hampering first time buyers plus the threat or fear of care home fees has seen many parents transfer their main residence to their children or contemplating the act. Prima facie, this may seem a…

Actions trump intentions

Actions trump intentions

  • by David Frederick

How many times have you planned to do something but in the final analysis there was no action to follow through? The club of good intentions has an ever-growing membership. In fact, there are over 20 million parents in the…

Trusts and passing on wealth

Trusts and passing on wealth

  • by David Frederick

How to pass on wealth to the next generation. There are many ways to reduce or eliminate the inheritance tax payable on your estate without using trusts. But for some, especially if you are very wealthy, they may not be enough….

Probate

Why not off load the administrative, legal and HMRC burden onto our probate team.

Strategic Business

At the centre of our strategic
business services is the
vision of your business

Business Compliance

Our business client services
are driven by your business
needs

Personal Compliance

A personal taxation services
to give you a peace of
mind

Probate

Why not off load the
administrative, legal and
HMRC burden onto our
probate team

Strategic Business

At the centre of our
strategic business
services is the
vision of your business

Business Compliance

Our business client services 

are driven by your 

business needs ..

Personal Compliance

A personal taxation services 

to give you 

a peace of mind 

Our team

David Frederick

David Frederick

FMAAT FCPFA FCCA
Lorraine Burton

Lorraine Burton

MAAT ACCA

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