How can we help you?

INDIVIDUALS

We help our clients protect what is important by putting in place the structures which are right for them, their circumstances and their families.

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PROFESSIONALS

We work with leading financial planners, lawyers and national charities by providing a portfolio of outsourced and added-value client solutions.

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BUSINESSES

We provide employee benefit solutions to businesses and can offer bespoke wills and powers of attorney to your staff at preferential rates.

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Our products & services

WILLS

It’s always advisable to make a will and be sure that once you’re gone, what you want to happen will happen. We advise on, and create, bespoke wills for our clients.

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POWERS OF ATTORNEY

We specialise in powers of attorney. Chosen attorneys can step in if an illness or an accident leads to temporary or permanent incapacity.

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TAX PLANNING

Careful and sensible planning is needed to try and reduce the amount of inheritance tax payable. We advise on and implement strategies to mitigate tax.

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TRUST CREATION

We regularly advise our clients about the creation of such trusts to help families and future generations in a way that is tax efficient and flexible.

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TRUST ADMINISTRATION

Trustees often wrestle with the administration of their trust. We manage hundreds of trusts on behalf of our clients and have significant experience in this area.

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TAX RETURNS

The preparation of a tax return can be a daunting task. We have extensive experience in the preparation of tax returns for individuals, executors and trustees.

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Our partners & organisations

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We’re proud members ofDementia Friends logo

“Thank you very much for a very professional, informative and quick service. Would definitely recommend to friends. Special thanks to Cheryl.”
VICKY P
“Thank you so much, very helpful and very professional.”
JAMIE G

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