Wealth Management

Much of our work is about ensuring that on separation clients retain as much of their money and the jointly accrued assets as possible.

We can assist in wealth management areas such as mortgages, pensions, estate planning, school fee planning, and trusts.

Working with other professionals, we are able to guide clients on

  • tax issues
  • pension issues
  • powers of attorney
  • wills
  • trusts
  • creation of appropriate structures to provide in the longer term for children

 

When people separate it is also essential to review any provisions for a former spouse, civil partner or children in a will.

We can advise in wealth management area so as to ensure your assets are left to the right people and are going to be dealt with as you want them to be.

 

To book a no-obligation, confidential, free initial consultation, or find out more information about how we can help you please

telephone us on phone-grey 01273 205 805

email us   envelope-grey  [email protected]

or if you prefer arrange a callback

(Out of office appointments available by prior arrangement)