The term family office is not a new concept – it has been around for decades. The concept is where there is a family or a multi generation of families that have their wealth looked after under one roof. This is not just from an investment perspective but also from a Trusts and Estates viewpoint, as well as Wills and Powers of Attorney. In addition, Fogwill & Jones Wealth Management will complete personal and trust tax returns for all family members who wish to be a part of the family office.
The concept is to encompass the investment of wealth, the use of tax allowances while taking advantage of tax savings, in-house Legal Services to deal with Trust and Estate matters as well as Wills and Lasting Powers of Attorney and the facility to complete your personal and investment Trust tax returns all under one roof.
We provide access to a broad range of tailored and specialised solutions, helping you to handle family assets and core holdings, as well as focus on lifestyle choices.
Our highly experienced team of Chartered Financial Planner and professional specialists will provide you with each essential element by putting the full weight of our collective capabilities at your disposal – everything from legal and fiduciary management to investment, tax and wealth services.
The bespoke service we offer has been designed specifically for wealthy families and their family offices. We always focus on achieving clarity around your priorities, wants and needs in order to help you define and execute an effective strategy that preserves your family’s wealth and legacy into the future.
Our highly experienced and qualified team of Chartered Financial Planners provide a personal service that focuses on what matters to you most. We work closely with you to develop a strategy that is designed to meet your individual financial goals.
When you start a relationship with a Fogwill & Jones adviser, you will receive the time, attention and knowledge of a highly qualified and experienced independent expert whose role is to help you manage all your wealth and your protection needs. Our personalised wealth management service is aimed at creating a strategic wealth management plan that’s aligned to your personal goals.
Each adviser holds relevant qualifications relating to tax planning and will provide independent advice around the areas of income tax, capital gains tax, inheritance tax and corporation taxes. We also provide a tax accountancy service to our clients so that their personal tax returns and trust tax returns are completed for them.
Our Trust and Estates legal practice is headed by a Trust and Estates Solicitor, who is also a member of the Society of Trust and Estate Practitioners (STEP). We cover specialist advice in all aspects of Trust and Estate legislation, which looks at both simple and complicated Wills, Powers of Attorney, the creation of Trusts and other instruments to legitimately mitigate Inheritance Tax liabilities.
The Fogwill & Jones Legal Services Ltd are highly experienced in probate administration and the distribution of assets to beneficiaries, which includes providing personal advice to the beneficiaries as required. This legal practice is situated in the same building as our wealth management and tax planning company so we are always able to deliver a joined-up and co-ordinated service to our clients.
Fogwill & Jones Legal Services Ltd is authorised and regulated by the Solicitors Regulatory Association (SRA).