If you have the responsibility of managing and protecting substantial personal and family wealth you will know it is a time-consuming and complex task; and even more so if that wealth is linked to personally owned or family businesses.

Whether you have created the value yourself or it has come to you from past generations, the role demands the expertise and guidance of professional specialists who understand core principles underlying wealth generation and conservation.

As specialists in tax and law, we provide a valuable and expert service to supplement advice from financial advisers and accountants and ensure your financial strategies can be executed effectively. 

Our services cover the advice required to navigate personal and business tax issues and also assist those who wish to use a portion of their assets to help others who have been less fortunate.

Here are just some of the ways we can help.

Personal and family

• Pass assets on to the next generation in a tax efficient way
• Transfer property assets
• Protect assets from passing outside the family
• Mitigate Capital Gain Tax
• Set up family trusts
• Complex and high value estate administration
• Appointment of attorneys and deputies

Use your Will to:

• Look after vulnerable relatives
• Prevent property being lost to pay care fees
• Mitigate Inheritance Tax

Business

• Protect business assets from Inheritance Tax charges
• Succession planning for your business
• Develop your business exit plan
• Invest in your child’s business

Philanthropy and social investment

• Setting up your own charitable foundation
• Investing to create social change

If any of these services could be relevant to you please call us on 020 7481 2422 or email wellers.wealth@wellerslawgroup.com and if it is in regards to philanthropy and social investment, we will pass your enquiry on to the relevant department.