Many clients of Friend Partnership are private businesses and private individuals. We recognise that success brings with it additional challenges and pressures.
Our Tax Partner, David Gillies has been advising on succession, wealth preservation and Trusts and estate planning matters for over 30 years and regularly provides advice to family and owner managed businesses, as well as to successful individuals.
We have created the Friend Family Wealth Forum to provide advice to individuals on how to structure, protect family
businesses and family wealth and ensure smooth succession and estate planning.
View our Friend Family Wealth Forum Brochure
View our Vlog about the Forum and how it can help Family Businesses
Registered to carry out audit work in the UK and regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales
Company registration number: 07746831