Tel: 01689 887887
for your life
for your life
How can we help you?
Passing on Wealth
You don’t have to be retired before you can start planning what you would like to do with your accumulated wealth - after all you’ve earned it. Our team has the knowledge, expertise and experience to help you make the most of your assets.
Helping you to get organised
You need both expertise and practical experience to advise you on the many options available when considering how best to pass on the wealth that you have accrued. We will help you to make arrangements that comply with any requirements for income or control of capital during your lifetime.
Pointing you in the right direction
Whether you are considering establishing and running a trust, regular or ad hoc charitable donations or family gifts, or even passing on your business or property, we will ensure that any inheritance tax planning is both efficient and timely.
Keeping things moving
We will use our experience to make sure that matters progress in a timely manner but not so fast as to overlook important issues for all parties concerned.
Explaining each step
Your named and dedicated lawyer will help you along the way by explaining everything that you need to know in straightforward, everyday language.
The bigger picture
Your main focus will, understandably, be on your family’s future. Our job is to think about the wider implications – for example, do you need to make or revise your will to reflect any decisions and changes you are about to make?