A Collection of Professional Experts:

We maintain a network of Chartered Accountants, lawyers and financial advisors that our clients can refer to for support and advice.

Tax Efficient Wills and Testamentary Trusts:

Advice with Wills and Testamentary Trusts to minimise tax liabilities, while collaborating closely with legal professionals to maximise asset protection.

Implementing strategies to protect and grow your wealth.

Estate Tax Planning:

Developing plans to reduce estate taxes and maximise asset transfer.

Proactive support to clients in reaching the succession planning goals.

Estate Administration Support:

Expert guidance to executors throughout the estate administration process through our LM Executor Assist service.

Providing direction to executors and legal professionals on taxation matters.

Business Succession Planning:

Creating strategies for the seamless transition of your business.

Ensuring business continuity and stability for future generations.

Visit our Business Advisory page for further information on Succession Planning.

Expertise: Our team of experienced professionals is well-versed in taxation and business services.

Personalised Service: We tailor our services to meet your unique financial goals and needs.

Confidentiality: We handle all matters with the utmost discretion and respect for your privacy.

Comprehensive Approach: We provide holistic solutions that cover all facets of estate planning.