We build long-standing relationships with our clients and provide tailored financial advice specific to their circumstances. Our partner-led advice is clear and concise and we can develop plans to create, manage and preserve wealth between the generations.
Our services include:
- Structuring of family investments and finances to ensure tax efficiency
- Estate planning to help you pass on as much of your wealth to your beneficiaries as possible through the use of reliefs, lifetime-gifting and securing exemptions and nil rate bands
- Advising on charitable giving and the set-up of charitable trusts for causes that are important to you
- Working with your existing professional advisers we can review wills and act as executors and trustees
- Where control and flexibility is required we can advise on the use of trusts for lifetime gifts or on death
- Financial Planning – Hardcastle Burton Financial Ltd is our sister company that offers a fully independent financial advisory service
We have the experience and expertise to be a trusted partner to your family.
Contact us today so we can help your family protect and enhance their wealth.
Request a free initial consultation with one of our experts now.
Whatever your financial needs, we’re confident we can help.
What our valued clients say
Hardcastle Burton have been managing my tax affairs for 12 years, providing consistently excellent advice and service, undoubtedly saving me money. Unfailingly professional, trustworthy, friendly and efficient, they work to the highest imaginable standards resolving difficult and complex problems in a timely fashion.Professor Christopher Grey
We were recommended Hardcastle Burton ten years ago. The advice and information we have received from all members of the team has been first rate. Business and personal matters are always dealt with in a proactive, prompt and efficient manner.Walker Crane Services Limited
We moved advisers 12 years ago after 2 generations being looked after elsewhere. I have been consistently pleased with their service. Sound strategic advice and long term planning from them, has meant the family are in a safe pair of hands. I would wholeheartedly recommend this firm.Tim Breitmeyer on behalf of Bartlow Estate
We have had the pleasure of working with Hardcastle Burton since 2001, using them for auditing our financial statements and international tax rules, acquisition opportunities, tax inspection and group compliance regulations. The services they provide are first class and we would highly recommend them.Herma UK Limited