Retired couple on beach in North Wales

Estate Planning

The preservation of your wealth is one of the most important aspects of good financial planning. You can trust our independent advisers to provide comprehensive advice regarding all aspects of estate planning and will writing. We will discuss your planning options in plain English, from trusts and offshore bonds to wills and inheritance tax.

We work on your behalf and, where applicable, utilise the expertise of our strategic partners in the legal, tax and accountancy sectors to provide bespoke estate planning solutions.

  • Legal advice
  • Wills and will writing
  • Trust planning
  • Inheritance tax planning
  • Long term care
  • Gifting
  • Specialist tax planning advice

INHERITANCE TAX PLANNING,
WILL WRITING,
TRUSTS AND TAXATION
ARE NOT REGULATED BY THE
FINANCIAL CONDUCT AUTHORITY

Call 01244 526888 or
send an email to
get in touch with
our expert team today