Global asset strategy advice for clients down the generations.
Ensuring client needs are handled personally by a dedicated Mills Keep director.
The Value Proposition
Mills Keep gives you a perspective down the generations
Global asset strategy advice for clients down the generations.
The knowledge to produce your bespoke solution
One dedicated Mills Keep director to understand your situation and provide bespoke advice.
A full service of global asset strategy advice from our director tailored for you.
We offer you a comprehensive suite of services using our tax and legal expertise.
Some examples of people we help and work with
Mills Keep offer a perspective down the generations. We offer pragmatic and coherent advice combined with the highest level of personal service.
Mills Keep advise internationally; we assist clients avoid UK tax completely or at least keep it to a minimum. Where domicile is of particular interest, Mills Keep have extensive experience.
Planning down the generations is essential for landowners; issues can include stocktaking valuations, capital tax liability, landlord and holdings and agricultural matters.
Senior executives devote exceptional time and effort to their careers and wish to ensure their assets are protected so their wealth can benefit future generations. Mills Keep offer a wide range of strategies.
Mills Keep help successful self-made business owners who wish to protect the wealth they create and assist with business and family global asset strategy advice.
We help IFAs and Accountants with both global and domestic strategy advice, which extends their capability to deliver exact requirements for clients.
Global financial advice
Mills Keep provide business global asset strategy services for your business.
Capital Gains Tax
Mills Keep can ensure you keep as much wealth as possible by acting in good time to make the right decisions.
Mills Keep advise internationally; we help people avoid UK tax completely or at least keep it to a minimum.
Mills Keep give you a perspective down the generations; find out what can be done using our expertise.
Mills Keep have over 20 years experience in creating, managing and advising on the taxation of family trusts.
Mills Keep can help reduce the amount of income tax you pay personally or within your business
Your family’s preferred professional friend
Unlike other providers...
Jeremy Mills - A Global Reputation
Jeremy Mills qualified as a Notary Public in 2005 having attained the Diploma in Notarial Practice from Cambridge University. Notaries are generally sought in the United Kingdom for the authentication of documents for use abroad. Mills Keep is regulated by the Faculty Office of the Archbishop of Canterbury.
However, as a separate legal profession and one older in this country than that of solicitor, a Notary has similar rights to practise as a solicitor, other than in the area of litigation. In particular, Jeremy has the legal authority to draft deeds, has to maintain a practising certificate and his advice is covered by legal professional privilege. Mills Keep carries professional indemnity insurance, details of which can be provided on request.
Jeremy is one of the few Notaries in Dorset practising in the area (North of Poole/Bournemouth and Christchurch) between Dorchester, Blandford Forum and Ringwood. Although his office is based in Dorset, Jeremy spends a good deal of time meeting clients in London, the Home Counties and around the country and would be delighted to meet you wherever convenient.
As well as being a Notary, Jeremy is a member of the Society of Trusts and Estate Practitioners (STEP) and a member of the Charity Law Association. Jeremy is currently a trustee of three charities: Nordoff Robbins Music Therapy; Rhythmix; and Dorset Community Foundation.
This month Finance Monthly had the pleasure of speaking to Jeremy Mills – a Notary who provides legal and tax consultancy services to individuals and business owners across the UK. Jeremy works with clients to help them structure their personal and business affairs, secure the financial future of their families and mitigate tax. Below he discusses why he became a Notary, his decision to set up his own company and the work that he’s been doing over the past four years.
How did the idea of Mills Keep come about and what was the process of setting up the company like?
The idea for my company was born out of my desire to consolidate today’s wealth and protect it for future generations for clients. It was not enough for me, when working as a solicitor, simply to offer a quick fix solution for an individual issue. I wanted to look at clients’ circumstances as a whole and as a result, at Mills Keep we take pride in providing clients with overall strategic advice and assistance straddling all aspects of their personal and business affairs, built on strong, long term relationships with client as opposed to the transactional relationships experienced with most solicitors. By taking a comprehensive overview Mills Keep provides a holistic approach to individual issues, thus generating a plan for managing wealth overtime and establishing security for future generations. Often a client may present with a requirement which on the face of it is satisfied with a single piece of advice but experience has shown this rarely provides the whole solution. My main objective in establishing Mills Keep was to create a company that listens to the client, takes a broad view of their problem and agrees a strategy to move forward with, aligning priorities and end goals.
Invariably, an understanding of your clients affairs as a whole is the best way to provide advice which protects their assets, provides peace of mind and ultimately saves them time.
Why did you decide to become a Notary?
In many ways working as a Notary shares many similarities to practising as a solicitor, which I did for over twenty years – the key difference is that in addition to the legal advice that solicitors can offer, excepting certain aspects of litigation, Notaries can certify documents for use abroad. Notaries are a product of Roman law and their services are fundamentally entrenched in European jurisdictions, especially those closely based on Roman law. I became a Notary whilst practising as a solicitor in a law firm due to an interest in the cross jurisdictional nature of Notarial work. Upon setting up Mills Keep I realised I could operate the company as a Notary, rather than as a solicitor, and still offer a full legal service to my clients.
And what have you been up to since setting up your business in 2013?
The last five years has been an exciting period of growth for Mills Keep during which time we have solidified our service offering to our clients, often driven by the desire to mitigate tax whilst
restructuring and protecting assets and wealth. Mills Keep has developed a sophisticated client base with multiple and complex needs, to meet the demands of the prevailing socioeconomic climate. What would you say are some of the challenges of being a Notary?
I’d say that the biggest challenge, which in many ways is also a benefit, is that there are relatively few Notaries in the UK and consequently many people have a limited understand of what a Notary can do for them. So, when approached by clients, I usually need to explain that Mills Keep is much more sophisticated than a conventional law firm and highlight the fact that as a legal practitioner I can not only assist with all their legal needs but that I also provide overall strategic management of their affairs.
Jeremy Mills on Executor Liability
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Where to park when visiting us
Pye LaneÂ Car Park
Pye Corner, Wimborne Minster, Wimborne Minster. 6 standard places.
To find this car park using a sat nav use this postcode: BH21 1EG. Long Stay.
Crown Mead Car Park
CO-OP, Crown Mead, Wimborne Minster. 68 standard parking places.
To find this car park using a sat nav use this postcode: BH21 1AS
Westfield CloseÂ Car Park
Westfield Close, Wimborne Minster. 160 standard parking places.
To find this car park using a sat nav use this postcode: BH21 1ES