For life
Private Client Services
Advice for to help you and your family plan for today and tomorrow
Speak to our For Life team
Planning for the here and now, as well as for the future can be challenging, the law and tax rules can appear complex.
Dealing with illness and incapacity or a bereavement can be very distressing. We appreciate that you will need the very best professional advice and support in any of these situations, and that’s what we provide.
Our knowledgeable and understanding Private Client team can advise you on Wills, asset protection, provision for support in managing your affairs as you get older, as well as administering and winding up estates in the event of a bereavement.
Our highly qualified team includes members of the Society of Trust and Estate Practitioners (STEP) who have undertaken additional training to further their knowledge in the sector. STEP provides a mark of distinction in trust and estate planning.
We have extensive experience in helping people ensure that their final wishes are implemented, and that their assets are managed effectively to be passed on to loved ones. Our friendly and discreet team has extensive experience in helping people who are advancing in years manage the transfer of control of their affairs and make informed choices. In the event of a bereavement our executry practitioners can provide assistance with the administration of estates – efficiently and sympathetically.
Whether you are drafting your first Will, helping an ageing relative, or dealing with the estate of a family member after a bereavement, we can help guide you through the process.
