THE SERVICES THAT WE OFFER

HIGH VALUE ASSETS
Advising as to the acquisition of high value assets, attending to provenance research, purchase arrangements, together with the international shipping, licensing and tax issues concerned.

WILLS & LPAS
Preparing, advising and drafting. We also provide estate planning and IHT advice to ensure that your wishes are achieved

FAMILY MATTERS
Advising as to family finances and loans.

ESTATE ADMINISTRATION
Advising and assisting with the administration of estates, the probate application process, and submission of IHT tax returns

PROPERTY
Residential and commercial - advising on property matters and overseeing/managing transactions.
Advising on, and preparing commercial leases.

CHARITY
Advising on governances, incorporation and management.

COMPANY COMMERCIAL
Advising as to governance, incorporation, contracts and management.
Tax/accounting: Advising on tax related issues, use and formations of trust, tax planning, and accounting matters.

WHAT WE DO NOT OFFER

We are not a solicitors practice, independent financial advisors or accountancy firm.

Accordingly, and in accordance with s.12 Legal Services Act 2007, we do not undertake the following:

  1. Conduct litigation

  2. Attend at court (rights of audience)

  3. Conduct conveyancing

  4. Prepare court Probate Papers

  5. Undertake notarial activities or administer oaths

In the event that services under (2) or (3) above are required we can either introduce the client to a suitable SRA registered solicitors practice, or act as agent and procure the necessary services on behalf of our client. We in fact have relationships with a number of selected solicitor’s firms to provide assistance for such matters.

Oliver P. Charles BSc (Hons) MA M.Phil SFHEA FRSA   •   Lucy S.E. Charles MA MLitt MSc Assoc. RICS
Company Registered in England & Wales - CRN 13712929

LONDON | SUFFOLK COASTAL | LEICESTER | MALTA