A Comprehensive Advisory Practice.
Every Service Under One Roof.
Liongate Advisory Services provides a wide range of advisory services to private clients, families, and businesses. All services are delivered by experienced advisory professionals. Unless otherwise agreed, all engagements are offered on a fixed-fee basis, confirmed in advance.
Wills & Estate Planning
Ensure that your legacy is protected and your wishes are respected. A properly drafted will is the foundation of any estate plan — and yet a significant proportion of adults in the UK die without one, leaving their estates to be distributed according to rules that may bear no relation to their actual wishes.
We prepare wills for individuals and couples across the full range of complexity — from straightforward single wills to mirror wills, wills incorporating trust provisions, and wills involving international assets or blended family considerations. We also advise on the broader estate planning context, ensuring your overall arrangements are as efficient and coherent as possible.
— Single and mirror wills
— Wills incorporating discretionary and life interest trust provisions
— Specific and residuary legacies
— Gifts to charity
— Protective provisions for vulnerable beneficiaries
— Letters of wishes
— Will reviews and updates
— Advance decisions (living wills)
— Severance of joint tenancy
Inheritance Tax & Heritage Tax Planning
inheritance tax planning advice that helps reduce your estate's tax liability and preserve more of what you have worked for — for the people and causes you care about.
Our heritage tax planning service is tailored to clients with historic assets, agricultural land, family businesses, or estates with property that qualifies for specialist treatment. We assess your position, identify the reliefs and exemptions available to you, and structure a practical plan you can implement with confidence.
— Inheritance tax liability assessment and review
— Nil-rate band and residence nil-rate band planning
— Tax-efficient lifetime gifting strategies
— Potentially exempt transfers and the seven-year rule
— Business property relief structuring
— Agricultural property relief advice
— Heritage asset and historic property planning
— Use of trusts for IHT mitigation
— Deeds of variation — post-death estate restructuring
— Annual exemption and small gifts exemption planning
— Charitable legacy planning
Lasting Powers of Attorney
A Lasting Power of Attorney is one of the most important documents you can put in place — and it must be made while you still have mental capacity. Once capacity is lost, the option is gone, and your family may face a costly Court of Protection application to manage your affairs.
We prepare both types of LPA and guide you through every aspect of the process, from the initial decisions about who to appoint as attorney through to registration with the Office of the Public Guardian.
— Property & Financial Affairs LPA
— Health & Welfare LPA
— Advice on choice of attorney, replacement attorneys, and restrictions
— Certificate provider arrangements
— Registration with the Office of the Public Guardian
— LPA reviews for existing documents
— Advance decisions alongside LPA planning
Trusts
Trusts remain one of the most powerful and flexible tools in estate and tax planning. Whether your objective is to protect assets for future generations, provide for a vulnerable beneficiary, hold property for multiple owners, or reduce inheritance tax exposure, a well-structured trust delivers results that other arrangements cannot match.
— Discretionary trusts
— Life interest trusts
— Bare trusts
— Trusts for vulnerable and disabled beneficiaries
— Nil-rate band discretionary trusts
— Pilot trusts and accumulation trusts
— Deeds of gift
— Declarations of trust over property
— Trust reviews and variations
Business Succession Planning
Whether you are planning for retirement, considering a management buyout, or looking to pass your business to the next generation, succession planning is one of the most consequential decisions you will face as a business owner. Without a clear plan, the value you have built over decades can be put at risk by family disputes, tax exposure, or simply the absence of a clear transition framework.
— Business succession strategy and planning
— Shareholder agreements — drafting and advisory
— Partnership agreements — drafting and advisory
— Buy-sell and cross-option agreement advice
— Business property relief planning within succession structures
— Company formation and restructuring advice
— Family investment companies — advisory
— Business lasting powers of attorney
Commercial Advisory
From the day-to-day contractual needs of a growing business to the strategic structuring of commercial relationships, our commercial advisory service provides the expertise and documentation that businesses depend on — without the cost and overhead of a full-service law firm.
— Commercial contracts — drafting and advisory
— Terms and conditions of business
— Service agreements and consultancy contracts
— Non-disclosure and confidentiality agreements
— Licence to occupy agreements
— Tenancy agreements — residential and commercial
— Declarations of trust over property and assets
— Company and partnership advisory
— General commercial risk advisory
Family & Personal
Significant personal arrangements deserve the same care and rigour as commercial ones. We advise individuals and couples on the full range of personal legal documents — providing clear, practical guidance and professionally drafted documentation at every stage.
— Pre-nuptial agreements — advisory and drafting
— Post-nuptial agreements — advisory and drafting
— Cohabitation agreements
— Separation agreements
— Declarations of trust — property and assets
— Advance decisions (living wills)
Lasting Powers of Attorney
A Lasting Power of Attorney is one of the most important documents you can put in place — and it must be made while you still have mental capacity. Once capacity is lost, the option is gone, and your family may face a costly Court of Protection application to manage your affairs.
We prepare both types of LPA and guide you through every aspect of the process, from the initial decisions about who to appoint as attorney through to registration with the Office of the Public Guardian.
— Property & Financial Affairs LPA
— Health & Welfare LPA
— Advice on choice of attorney, replacement attorneys, and restrictions
— Certificate provider arrangements
— Registration with the Office of the Public Guardian
— LPA reviews for existing documents
— Advance decisions alongside LPA planning
Probate & Estate Administration
Dealing with the estate of someone who has died is a significant undertaking. We provide comprehensive advisory support to executors and administrators throughout the process — from initial guidance on the executor's duties through to post-death tax planning. We support and advise executors directly; the grant of probate is obtained by the executors themselves or by a regulated probate practitioner of their choice.
— Guidance on the executor's role and duties
— Excepted estate identification and PA1P/PA1A application support
— Inheritance tax account preparation — advisory
— Estate asset and liability identification
— Advice on interim distributions and the residuary estate
— Deed of variation planning for post-death tax efficiency
Immigration Advisory
Our experienced immigration advisers provide clear, strategic guidance on visa applications, citizenship processes, and residency matters, ensuring your immigration journey is as straightforward as possible.
— Visit visa applications
— Student visa advice and applications
— Family visas — spouse, partner, and dependent child
— British citizenship — naturalisation and registration
— EU Settlement Scheme — settled and pre-settled status
— Leave to remain applications
— Entry clearance advice