Wealth Management

Our objectives for this service are to bring clarity, pragmatism and a common sense, holistic and long-term overview to help you to maximise and preserve your whole family’s wealth. There is no right or wrong solution to this complex subject and over time, things invariably change. Subscribing to this service is not a one-off exercise, but the start of a process of engagement and dialogue over a much longer period, reviewing the bigger picture at regular intervals.

Estate Planning

Our estate planning department work closely with you to help reduce, or at least be aware of your inheritance tax exposure. Paying tax is a burden we all must endure but paying inheritance tax on your estate after you have died is very unappealing. Many of our clients find it hard to know when they should start to distribute some of their assets to avoid paying additional tax, and what the rules are that surround these decisions.

Probate Services

We are licensed by the Institute of Chartered Accountants in England and Wales to carry out the reserved legal activity of non-contentious probate in England and Wales. Please see the subservices section for further detail on our probate services.