As a seasoned financial planning lawyer based in London, I specialize in estate planning, asset management, and tax efficiency strategies for high-net-worth individuals and business owners. With over 15 years of legal and financial expertise, I provide holistic legal services designed to protect and grow your wealth. My focus is on creating legally sound strategies that align with your long-term financial goals, ensuring your assets are safeguarded for future generations and that you can navigate the complexities of the UK tax system effectively.

Why Work With Me?

• Passionate About Wealth Protection: Dedicated to helping clients protect and grow their wealth within legal frameworks
• Bespoke Financial Solutions: Tailoring services to meet the unique needs of each client
• Expertise in UK Tax Law: In-depth knowledge of estate and inheritance tax planning
• Long-Term Relationship Focus: Committed to providing ongoing support and adapting strategies as your needs evolve
• Transparent Communication: Providing clear, actionable advice and timely responses

Pricing and Timeline

• Consultation: £15, delivered within 1 day
• Estate Planning and Wealth Preservation: £1,800 Fixed Fee; timeline varies based on complexity
• Business Continuity and Tax Strategies: £3,500 Retainer + £180/hour; ongoing support
• Response Time: Typically within 2 hours
• Process Duration: Varies depending on individual needs and service complexity

Process Overview

1. Confidential Consultation

• Discuss your financial and estate planning needs
• Provide immediate advice and assess options

2. Estate Planning and Wealth Preservation

• Create tailored estate and inheritance tax plans
• Set up and manage family trusts
• Develop wealth preservation strategies

3. Business Continuity and Tax Efficiency

• Plan for business ownership transitions
• Implement tax efficiency strategies
• Offer ongoing financial reviews and support

4. Continuous Communication

• Regular updates and strategy sessions
• 24/7 availability for urgent matters

What You Receive

• Professional legal and financial advice
• Customized estate and tax planning
• Asset management and protection strategies
• Ongoing support and guidance
• Dedicated attention throughout the process

Before You Book This Service

Please provide:

• An overview of your financial situation and objectives
• Relevant documents (financial statements, existing estate plans)
• Your availability for consultation
• Any urgent concerns or deadlines

Note: Services are focused on financial planning and legal matters in the UK.

Specialized Financial Law Service Packages:

Choose the package that best aligns with your financial planning and legal needs. Each package is designed to provide focused support and representation to help you secure your financial future and protect your wealth effectively.