Wealth Planning
The cornerstone to our services is the advice that we give to family businesses.
We understand the issues that arise in all such businesses in ensuring the protection of the family’s wealth whilst encouraging and motivating future development and profitability.
Patrick Lydon and Helen Chambers have considerable experience in working together to provide strategic and tax effective solutions encompassing
- Dispute resolution
- Succession planning
- Effective capital tax planning
- Retirement planning
We are happy to provide fixed fee quotations for all of the above services and to provide ongoing consultancy and monitoring services on a fixed fee basis.