Wills And Estate Planning
Your private matters demand our personal attention.
Protect their future. Respect your legacy.
When it comes to planning your legacy, there are many things to consider. You may want to ensure that your family is looked after in the event of your death. You might want to protect your assets, mitigate your inheritance tax liability or reduce the chance of your estate being challenged. Or, you could be looking to retain control beyond your mental capacity.
Whatever plans you have, we can help you put them in place. Rated as “technically excellent and great with clients” by legal directories, our expert team will provide pragmatic advice and a clear and comprehensive solution. Covering everything from Wills, estate planning, trusts, to Lasting Powers Of Attorney. We work collaboratively with other specialists, such as accountants, wealth managers, and financial advisers to make sure you receive the very best advice.
Along with a wealth of knowledge comes complete understanding. The best of both worlds. We create bespoke estate plans that suit your circumstances and respect your wishes. Offering fresh thinking backed by years of knowledge to a wide range of clients, including high net worth individuals, trustees, family businesses and business families.
With the right planning, you can protect yourself and your loved ones. Find out more here.
If you are thinking about making a Will and you don’t know where to start, our Estate Planning Checklist should make things a little easier. There is no one size fits all, the purpose of the checklist is to highlight matters that are important to you, that you may not have previously considered. Access the Estate Planning Checklist here.
Let’s talk now to discuss how we can help you plan your legacy.
During these uncertain times, we want to give back to the community and give people peace of mind. Therefore we are offering a free 30 minute personal risk conversation to discuss your wills and estate planning and give you one less thing to worry about
To find out more, click here.
"James Beresford is “technically excellent and great with clients”"
"“Prompt & professional but friendly service”"