Our field of expertise enables wealthy families and family business owners to maintain and pass on wealth, whilst maintaining control and flexibility in a tax efficient way. Cementing a closer relationship with the Accountant and their client through business continuity with the clients’ children - your clients of the future.
We provide Big Firm expertise combined with an exceptional bespoke and client-focused service within a realistic fee range. We provide a full advice, drafting and implementation service bespoke to each, and every client we work with.
Upon meeting a new client we often hear “I didn’t think there was an answer to my problem of protecting my complex business affairs and my family and this had been worrying me.”
People are quite rightly worried that their children will not be able to agree on how to continue the business or deal with it upon death or incapacity of the Business owner parent, and especially when they may or may not be involved as Directors.
Within an initial meeting and because we have vast experience in this area, we can usually have a strategy which solves the immediate worries, combined with a number of Trusts and very robust Wills as part of that strategy, we can protect the business and the family and ensure money stays within the family line for future generations, whilst control is maintained by the parent to ensure a gradual handover or favourable sale”
Clients are always grateful to their Accountant for the introduction, and working together as a team the family legacy is in good hands.
Stuart Hamilton - Director
There is a common focus amongst all of us – for our descendants to inherit in a way that provides for their needs while protecting them from outside claimants and providing a degree of protection in matrimonial disputes where inherited wealth can be fair game.
Whether family wealth would benefit from strategic intergenerational planning, or maintaining control whilst passing assets on, we help protect the family legacy by keeping money and assets in the bloodline to provide a financially secure future for loved ones. Our aim is always to legitimately reduce taxes at every opportunity by making full use of the available allowances and reliefs whilst building in flexibility to accommodate a changing future.
We work closely with you, their Accountant, and your client, with their requirements at the centre of all our planning and advice.
We create the solutions to fit the clients’ needs and pride ourselves on outstanding service. Teamwork is where the real benefits to you and your clients lie.
Bring us the problem and we will work with you to find the solutions for your clients.
Information for Accountants >>
Bring us the problem and we will work with you to find the solutions for your clients.
“We have been dealing with Stuart and the team at Oldgate Trustees for several years and always found them to be very professional, friendly and approachable. They take the time to listen to any concerns before offering guidance and options available.
They are a pleasure to deal with and I would have no hesitation in recommending their services.”
Mr A Wilson
Newcastle Office
14 Telford Court Business Park
Morpeth
NE61 2DB
London Office
Meeting via ZOOM available
Meeting rooms available in
Central London by appointment
Newcastle Office
14 Telford Court Business Park
Morpeth
NE61 2DB
London Office
Meeting via ZOOM available
Meeting rooms available in
Central London by appointment
Oldgate Trustees Limited