Accumulating wealth over the course of a lifetime opens up a number of opportunities – but equally poses a number of problems which often call for expert guidance.
At OGR Stock Denton, we work closely with high net worth individuals (HNWIs), successful entrepreneurs and others who have amassed a substantial fortune over the years – and we set out to provide sustainable solutions for protecting and managing their wealth.
We have particular expertise in advising business owners who want to pass on shares in a certain way in their Wills, and HNWIs who wish to minimise their tax exposure. We are also widely experienced in advising overseas and cross-border clients.
Our team can advise on:
- Tax-efficient Wills and ways of mitigating Inheritance Tax (IHT)
- Transferring shares and assets
- The distinctions between English and Jewish laws of inheritance
- Halakat Wills
- Advising overseas clients on the use of double tax treaties
- Cross-border estate planning
We strive to form close, long-term relationships with our clients, taking time to deliver tailored advisory services that add real value.
To find out more about our private wealth services, please contact us today.