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Wealth Management & Wealth Preservation

Estate Planning

The wish to leave wealth to future generations and to avoid unnecessary Inheritance Tax are often key considerations.  However, the understandable concern for your children and grandchildren has to be balanced with your own financial needs for the rest of your life.



Estate Planning begins with your wishes in terms of how your estate is to be managed and for whom.The detail of the actual plan may include gifts, the use of trusts, a review of your will, investment plans and lastly life assurance to fund the tax arising on the residual estate.

We do not draw up Wills or Powers of Attorney but we do advise on how they fit in to the overall plan.

If you have suffered a recent family bereavement we can also help you through the often challenging process of obtaining grant of probate


Wills and Powers of Attorney

Trusts

Investment

Insurance

Probate Services