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Investment portfolios

Effective management of investment portfolios requires sophisticated tax planning and administration. Property investment, in particular, has emerged in recent years as a very attractive option for UK and international investors. 

We can provide a range of advisory services in relation to investment portfolios, including:

  • Succession and estate planning
  • Tax planning and optimisation
  • Charitable planning and administration
  • Real estate investment and leasing, including structuring, landlord and tenant issues, property management, disputes
  • Trading arrangements
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Ince Gordon Dadds Worldwide
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