Meet the team
You'll deal with one named adviser. Behind them sits a technical team that sets the standard everything is built to — which is what makes the advice consistent rather than dependent on who you happened to get.
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.
Digital transformation in professional services and estate planning. Runs the adviser and introducer side of the practice, and the systems that keep the standard consistent across a growing team.
Estate planners
Your named adviser — one person who knows your family, your situation and your file.
Almost forty years in estate and succession planning, and a recognised industry voice. Handles the work where the standard answers have run out.
Thirty-eight years of legal experience, previously as a property lawyer. Property ownership, severance of tenancy and the title questions most estate planners send elsewhere.
Eight years working on clients' tax problems, and the first person we put in front of a complex business enquiry.
Tailored wealth protection for families, with a particular ability to make a complicated position feel manageable at the first conversation.
Helping individuals and families preserve wealth across generations, and a calm, unhurried presence on a subject most people find difficult to start.
UK property, wills and trusts, with probate experience — so she has seen how the documents actually perform once they matter.
Over a decade helping families protect assets and provide for the people who depend on them.
Fully trained in estate planning. Evie arranges your calls and supports the specialist consultants — usually the first person you'll speak to.
Start with where you actually stand
Eleven questions, about five minutes, and a report written for your situation — checked and signed by the adviser who'll handle your file. No cost, and no obligation.
Start your Clarity ReportNo obligation. We'll never share your details.