Legacy planning isn’t only for the ultra-wealthy.

For some, that means structuring charitable foundations or donor-advised funds. For others, it means embedding philanthropy into family governance or succession planning.

We advise on UK and international charitable structuring that meets our clients’ needs and objectives, as well as managing the full compliance regime – from dealing with Gift Aid in the UK and statutory filings (including accounts, tax returns and Charity Commission documents) to acting as charity trustees and advising on strong governance and risk management procedures.

Our clients include first-generation wealth creators as well as long-established families with complex giving histories. We help define mission statements, put in place boards or advisory committees, and build accountability mechanisms that ensure long-term impact.

Legacy planning isn’t only for the ultra-wealthy. It’s about intention, structure and a desire to do good, well. Our role is to ensure that good intentions are matched with integrity and tax efficiency.

Awards & Accreditations

Making our clients' lives easier

We aim to become part of the engine room which helps you achieve your objectives.

We can work whenever, wherever suits your lifestyle.

Your office in London, your favourite coffee shop in Dubai, virtually from anywhere, or even a terminal at LAX.

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