Estate planning sits between three disciplines. We hold all three to one standard.
Established 2015. A governance framework set and audited by our in-house TEPs, so the standard is the same whoever holds your file.
Our values
Financial resilience begins at the foundation — the family itself. Fragility at family level weakens the communities those families belong to, and equipping a household to understand and control what it owns strengthens both. That is why the practice was set up, and it remains the test we apply to the advice we give.
Beati Pacifici — blessed are the peacemakers.
Carved in 1621 and adorning the wall of the board room where we meet private clients. Most of what we do is settling questions before they become disputes.
Our mission
To educate and empower families with the strategic tools to become financially resilient.
And to protect what they have built, so it passes intact to the next generation. Those two halves are inseparable: understanding without protection is theory, and protection without understanding is a document nobody trusts.
Our vision
To be the UK's leading ambassador for financial resilience.
The trusted voice for families who want to understand and control what happens to what they have built — not only the firm that drafts the documents, but the one that makes the reasoning behind them clear enough to act on.
Leadership
Over twenty years advising families on wills, trusts and asset protection. Founded the practice on the argument that legal, tax and asset protection belong in one place rather than three.
Entrepreneur and strategic adviser. Focused on the education side of the practice — the position that clients make better decisions when they understand the reasoning rather than just the recommendation.
Twenty years working with trust structures, specialising in business planning and asset protection for owner-managed companies.
Leads the business-owner side of the practice, from succession planning to shareholder protection and family pension structures.
Established
Over a decade advising families and business owners on estate planning across the United Kingdom.
Families advised
In England, Wales, Scotland and Northern Ireland, drafted to the jurisdiction rather than adapted from it.
Technical authority
Marios Pampakas, Accountant and TEP, and Ava Vinokourova, Lawyer and TEP, own the framework and audit against it.
The standard is set by the framework, not the individual.
In a market where much of the work is done by sole practitioners, what a family receives can depend a great deal on who happened to take the file. We removed that variable.
A framework, audited
Every plan is built to a technical framework set by our two TEPs, and checked against it before it reaches you.
One named adviser
A single adviser holds your file and remains accountable for it. You will not repeat your situation to a new person.
Specialists in-house
Where a plan needs specialist input, that input is already here — not referred out and not queued behind another diary.
A defined scope
No conveyancing, litigation, audit or investment advice. What we refer out is recorded, so nothing is lost between firms.
Start with where you actually stand
Eleven questions, about five minutes, and a report written for your situation. Checked by a person before it reaches you. No cost, and no obligation.
Start your Clarity ReportNo obligation. We'll never share your details.