Wealth Protection
Family run farms and businesses are the lifeblood of the South West economy. With so many of these in Devon and Cornwall, many business and farm owners worry about how best to transfer their assets to children and other family members when the time comes to pass on the reins.
That’s where we can help. There are plenty of options now available when passing on the family business and many ways to make sure your wealth and future is protected.
We understand that there are many complex issues when looking at transferring assets within a family - we’ll take time to understand all of your circumstances to ensure that your assets are passed on in the most efficient and effective way for you and your family.
Our family team – ranked the best in Devon and
We can also offer extensive advice on trusts, estate and tax planning, along with the best way to reduce any IHT bill when passing on your assets.
Rest assured we’ll work to find the best package for you, all whilst giving you a single point of contact with the firm that understands you and your business needs.
Phil Reed
Partner01726 74433
Contact
This Cornwall firm has one of the best and most comprehensive private client offerings in the county. It also has a strong presence in the Devon market, with an office in Exeter. The team has a deserved reputation for tax, trusts and will planning, for contentious probates and also for matters brought before the Court of Protection.
Client Service "One is struck by the friendly and accessible culture that they all exemplify."
Independent legal guide
Chambers and Partners 2011
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