Our Services

Financial services we offerEstate Planning and Wills

No one likes to think about their own demise or imagine the aftermath for their family. Losing a loved one is traumatic enough, without the added pressure of having to spend time and money trying to put the deceased’s affairs in order. This process is all the more painful if it is not known how the deceased would have wanted assets distributed.

No matter whether you leave a large or small estate, your plans on how to distribute it do not need to be overly complicated.

The concept of ‘estate planning’ may sound grandiose, but it can actually be a straightforward exercise of arranging your assets in such a way that more goes to the people you want; family, friends, and charities, as opposed to those you don’t, i.e. the tax man!

Planning and Advice

We work closely with private client solicitors to ensure that our clients have a properly drafted Will that deals clearly with the distribution of net assets on death.

We then advise clients how to use Trusts and other strategies to plan for all aspects of inheritance including mitigating or providing for the burden of taxation on the estate.

No guarantee can be given that the information provided is accurate in the present or the future. It is not intended to constitute either a statement of applicable law or financial advice, and responsibility cannot be accepted for any subsequent loss following activity or inactivity by any individual or organisation. Indeed, such information should NOT be acted upon without first receiving appropriate and specific professional advice.