Estate planning

Our team of experienced professionals deliver comprehensive estate planning solutions.

We have comprehensive knowledge of inheritance tax and capital gains tax, probate and estate administration issues. This enables our 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 download our latest guides. To speak to an adviser fill in our quick enquiry form or T:+44(0) 151 647 6682.

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