We provide specialist financial advice on trusts, tax and investments. We also offer advice on retirement planning, equity release and protection.
In today's world of volatile stock markets and financial uncertainty across the globe, bespoke financial planning is crucial.
Our work ranges from private client advice on estates planning, trusts and inheritance tax mitigation to advising business owners and managers looking to protect their business in the event of death, ill health or disability.
We often provide advice following bereavement where a surviving spouse has a need to manage their ongoing financial affairs. Clients coping with divorce may require advice on their mortgage, pensions or protection for their children, whilst more elderly clients may benefit from advice relating to asset preservation or funding for long term care fees.
We can provide advice on a fixed fee basis, if required, or where the nature of the work makes this approach more suitable.
Working in partnership with our sister company Trustlaw Solicitors enables us to provide our clients with integrated legal and financial services, and we are the only independent firm in the region to offer that holistic support. Click here to find out more.
For more information contact Angela Pern firstname.lastname@example.org.