Entrepreneurs

We work closely with the owners of landed estates, their advisers and trustees in relation to their tax and succession planning needs. Rural and land-based businesses come with their own challenges and we appreciate the need for practical and commercially focussed advice, particularly against a backdrop of changing tax regimes and political uncertainty. Our ability to draw on other areas of the firm ensures that our advice is comprehensive. Our long-term approach to client relationships means we make a meaningful difference through the advice we deliver.

We have significant experience in capturing the specific tax reliefs available for estates and the business they undertake. In particular, our specialist knowledge in assets of historic or cultural significance and the tax regimes that can attach to those means we are ideally placed to help those entrusted with their custody.

Our in-house trust company Stevens & Bolton Trustees Limited, is a key part of our offering, enabling us to offer stability and continuity in the trusteeship of estates, combined with expert legal advice and an independent, strategic voice.