*Investment/ Property companies and Trusts are quoted individually. (i)
What Our Customers Are Saying
Excellent resource for estate planning awareness. An integrated cost-effective approach to simplify a complex area. It is worth checking out the resources.
Alan Birrell
I have been a client of Charles de Lastic for 20+ years. He has always provided excellent, considered advice to meet my financial goals. Charles is now actively engaged on advising us on various resolutions to potential tax issues we now face.
Anthony Haysom
Charles and his team were very helpful in explaining to me how I can help protect and provide efficient tax planning for that. They provide me with a great service and was always on hand to help.
David Tsang
Charles de Lastic is the best in the business at helping you to chart the path that is right for you to ensure your estate is structured in the most tax efficient manner.
Nicholas Dickinson
Charles has thorough understanding about Tax and other financial matters. He has advised us over many years and and was a great help in sorting our Inheritance Tax
Mitzie Green
Excellent and comprehensive advice concerning all things financial in one place. Enthusiastic, Educational, Expert, value oriented, Professional and Polite are adjectives that come to mind as well as great attention to detail.
Deirdre Buckley
Charles provides bespoke tax planning advice based on your particular situation and objectives. He goes through great pains to explain the thought process behind his proposals and welcomes/encourages questions to ensure you are comfortable with the planning strategy. Excellent service indeed!
Amit Jagtiani
My Mother and Father have been using Charles for many years now, and the service and advice received around tax and investments has been exceptionally good. Charles is very knowledgeable, and is very good at explaining complex tax issues to people like myself who have relatively little knowledge of the subject. Highly Recommended.
Ian Pattie
Charles provides clients with valuable insights that clearly demonstrate expertise built over the years. Charles and his team guided us through a estate planning journey and then addressing complex Tax matters. They have been very transparent with their advice and cost. Overall an excellent service. Highly recommended.
Shailesh Karia
Charles was brilliant and explained everything very clearly so I could understand it better he went above and beyond to help THANK YOU FOR YOUR TIME FOR FREE.
Davood Dogaheh
Very professional, well organised and informative. Exactly the right information we needed to get started and some advanced questions too. Very knowledgeable on all aspects and intricacies of bespoke and family legacy planning. Thoroughly enjoyed it and given the confidence to go ahead and start planning for the future of our family. Thank you for providing this unique help, which we have been unable to find elsewhere.
Jane Kershaw
Charles provided me excellent advice on my tax situation with simple, fair and direct approach. Thank you Charles for your professional recommendations and honest opinion in the client’s situation.
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