We understand the unique blend of financial, legal, and emotional considerations that come with managing these significant assets. Our experienced team offers tailored guidance and support, ensuring your estate is well-positioned for long-term success and reflects your values.

We work with a diverse range of clients, from large, historic family estates to recently acquired properties, family-owned rural businesses, and farms. Our multi-disciplinary advice covers every aspect of estate management:

For generations, your family has cultivated a distinguished history. At MDG Professional, we understand the deep connection to the past, but we also share your eagerness to look forward and secure a prosperous future. We believe the best way to honour a legacy is to build upon it.

That’s why we think hard about innovative solutions to ensure your family’s future is as bright as its past. Sometimes, this involves challenging traditional methods and offering radical suggestions. We aren’t afraid to push boundaries to unlock untapped potential for your estate.

We partner with a diverse clientele, from traditional multi-generational families to overseas investors, all entrusted with a range of valuable assets: country houses, farms, forests, vineyards, equine businesses, stately homes, and urban estates.

While the assets themselves may vary, our clients share common, age-old challenges: succession planning, navigating the complexities of death and divorce, and adapting to the ever-shifting landscape shaped by events like Brexit and ongoing tax reform. They’re also facing new opportunities and challenges, demanding innovative solutions for a sustainable future.

Adapting to Evolving Roles & Responsibilities

The modern estate requires a delicate balance. Owners, agents, and estate managers are all navigating evolving roles and responsibilities, striving to best support each other’s needs and the overall well-being of the estate. Understanding this dynamic is crucial for success.

Your Partner in Navigating Complexity

We stand alongside you, providing expert guidance as you navigate these intricate issues. From tenancy agreements and employment law to insurance considerations, we offer comprehensive support to address every facet of estate management.

Stewards of Your Legacy

While we embrace innovation, we never lose sight of the core responsibility: to conserve and protect your family’s assets. We recognize that our clients are custodians of their estates, and we share in that profound responsibility. We treat your legacy with the utmost care and respect.

Anticipation & Flexibility: The Keys to Long-Term Success

A key part of this stewardship is anticipation and flexibility. We proactively identify potential challenges and opportunities, allowing you to make informed decisions that safeguard your estate’s future.

Our Approach Includes:

• Regular, collaborative meetings: Working with you and your other advisors to continually fine-tune your estate strategy.

• Swift response to change: Adapting to evolving business or family circumstances with agility.

• Dedicated support during unforeseen events: Our advisors are always on hand to provide guidance and assistance when serious issues arise.

• Long-term Strategic Planning: Diversification strategies, succession planning, and visionary roadmaps for the future.

• Business Services & Planning: Corporate tax, compliance, employee benefits, and VAT services to optimize operations.

• Personal Financial & Tax Advice: Inheritance and capital gains tax planning to protect your wealth and legacy.

• Wealth Management & Investments: Tailored investment strategies to grow and preserve your assets.

• Trust Services: Expert guidance for trustees and executors to ful-fill their responsibilities effectively.

• International Expertise: Addressing residency, domicile, and other international elements of family affairs.

Whether you’re facing:

• Succession planning: Ensuring a smooth and effective transfer of ownership.

• Tax optimization: Minimizing tax burdens and maximizing wealth preservation.

• Strategic planning: Developing a clear vision for the future of your estate.

• Family governance: Establishing clear communication and decision-making processes.

MDG Professional is here to help. We work closely with you to:

• Develop a comprehensive plan: Tailored to your specific needs and goals.

• Provide expert guidance: On all aspects of estate management.

• Offer ongoing support: Throughout critical periods and beyond.

Don’t leave your legacy to chance. Contact us today to learn how we can help you secure the future of your landed or rural estate and ensure it thrives for generations to come.

Please fill in the form and we’ll get back to you as soon as possible or to speak to one of our experts call 01296 392999