Estate Planning, Tax and Trusts

Making proper provision for your loved ones gives you peace of mind and security, whatever the future brings. Our firm’s history is entrenched in guiding our clients through such matters.

Succession planning is more than making a Will.

We listen to you and offer advice to help you resolve confusing, complex and emotional issues that are critical in shaping the future.

We also advise on:

• Lifetime gifts
• Lasting Powers of Attorney for Finance and Health and Welfare
• Trusts
• Shared ownership
• Inheritance Tax
• Capital Gains Tax issues

We’re trusted to deal with probate planning matters, when it matters.

Make the most of your wealth for future generations and call us today on 01597 825 565.