Strategic Estate Planning

We work with a broad range of clients who have differing objectives and frequently mixed property portfolios. We consider it is necessary to adopt a holistic approach to holding reviews to ensure that all elements of the portfolio are considered independently and collectively to optimise the assets performance and achieve the best results.

Land and property is a great asset and commodity. It is important to be aware and well informed to be able to benefit from the variations in client needs, economic trends and changes in legislation.

At the outset it is necessary to identify the business and personal objectives which can then be fed into strategic guidance for our clients. Important milestones, including succession planning, can play a fundamental role in determining when initiatives are pursued and thus each and every strategy is bespoke to suit individual needs.