Family Trusts & Estate Planning
- Vanni Gasbarri
- Sep 18
- 1 min read
Complex inheritance tax, trust & related advice for succession planning & tax mitigation
We provide specialist advice on inheritance tax, trusts and succession planning. Our team includes two highly experienced Chartered Tax Advisers, one of whom is also STEP-qualified, giving us the expertise to guide families through complex estate and trust matters with confidence.
At Britannia Advisory Ltd, our role is to:
Provide inheritance tax planning tailored to individual and family circumstances.
Advise on the creation, structuring and management of trusts.
Assist with succession planning for families and business owners.
Support with family investment companies and partnerships.
Advise on cross-border estates where overseas assets are involved.
Prepare and review estate planning documentation to ensure compliance and efficiency.
Our STEP-qualified adviser ensures our work meets the highest professional standards in trust and estate planning.
Important Note
Britannia Advisory Ltd is fully authorised to provide tax advice. Our family office and estate planning team includes two Chartered Tax Advisers, one of whom is also STEP-qualified, enabling us to provide detailed guidance on inheritance tax, trusts and estate planning. We do not provide regulated legal services (such as probate or conveyancing), and where these are required, we work alongside trusted law firms.