The financial decisions that we make about our assets can impact our families for generations. We are knowledgeable and experienced at working closely with families to protect wealth and assets, regardless of the extent of the asset value. The needs are often the same; it is just the size of the numbers that differ.
Our mission is to bring money to life, so we consider and discuss your views on aspects such as, do you want to see you children enjoying their inheritance or leave it to them in your Will? We also recognise that family dynamics are ever changing and we consider how this impacts your decisions and the approach that you wish to take.
We have excellent relationships with accountants and lawyers to ensure that all aspects of Estate Planning are meticulously executed to provide a holistic approach to your requirements.
Estate Planning, Will Writing and Taxation advice are not regulated by the Financial Conduct Authority.