Estate planning
Our team of experienced professionals deliver end-to-end estate planning solutions to a diverse client-base.
We have comprehensive knowledge of inheritance tax and capital gains tax, financial planning, pensions, probate and estate administration issues. This enables our dedicated estate planning team to manage the multifaceted requirements of individual clients.
Civil partnerships legislation, enacted in 2004, affects virtually every aspect of financial planning and our clients can benefit from our deep technical knowledge of all the issues involved.
We spend time getting to know our clients and their aspirations, which allows us to obtain a detailed picture of their circumstances.
Our aim is to help preserve, enhance and transfer wealth within families, working collaboratively with other advisers to resolve financial, legal and family issues, with minimum fuss and maximum effect.
For more information please fill in our quick enquiry form or t: 0151 255 6682
Wealth News
- Option to auto-enrol ahead of staging date introduced
- Pension lifetime allowance election deadline looming
- Budget to drive pensioners abroad
- HMRC rules allow for maximum ISA and JISA benefits
- HMRC urged to clarify rules on annual allowance charges
- ICAEW urges government to encourage business investment
- Auto-enrolment regulator says non-compliance will result in fines
- Employees warned off choosing short-term loans over quitting pensions
- HMRC concern over lack of pension protection
- Tax breaks on lump sums for 'traditional' couples
- Changes to be made to lifetime pension allowance
- Don’t miss out over carry forward and PIP rule
- FSA warns of 16% commission pension transfer scheme
- Urgent lock in protection needed for pensions
- Advisers to lose £80m say Standard Life
