Wealth Management
Don’t risk your future – Get wise about your wealth
Free, no obligation discussion
Contact us for a free initial, no obligation discussion to assess your needs and the best way forward.
Planning a secure future is an important decision and the risks of getting it wrong can be costly. Our range of services allows you to choose a tailored solution that is right for you, based on your changing needs in later life.
We can help our clients protect their wealth and personal assets for a more secure future, for the duration of their lifetime and that of their dependants in 3 key areas of planning for the future:
PROTECTÂ your capital, which could typically include:
- Writing of Wills
- Updating of Wills
- Creating Trusts
- Tax Planning
- Lasting Powers of Attorney
RELEASEÂ your capital, which could typically include:
- Equity Release
 PASS ON your capital, which could typically include:
- Deeds of Gift
- Lifetime Settlements
- Estates/Affairs administration
- Deeds of Variation/Disclaimers
With a flexible approach, single point of contact and fixed costs wherever practical, it could not be easier to ensure that you keep what is rightfully yours.
By structuring our service around the individual requirements of our clients, rather than by specific areas of law, we can provide a more integrated solution, not only covering all the legal aspects, but often in conjunction with other professional advisors, such as Accountants and Financial Advisors to offer a more complete and effective result.
The outcome can very often be improved by being involved with you from the outset, where we have the opportunity to see the whole picture and understand more fully what end result you are hoping for.
As it appears that change seems to be the only constant in life, as part of our Wealth Management service, we can undertake an annual review with you. This is to ensure you still have the right provisions in place in case of any changes  to your personal circumstances and to take into account any statutory changes that may have occurred.
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Our services
Moving Home
Moving home is an experience almost every person will go through in their life and can be one of the most complex, so seeking the right advice on what will be their biggest expense for many people is crucial.
Leasehold Property
Our expert team deals with all areas of leasehold property law for both landlords and tenants, to ensure all parties interests are properly protected.
Later Life Planning
Later life planning is essential to providing you with piece of mind that what you have achieved and accomplished during your life is passed to the people you wish to benefit from it.
Relationships and Children
When a family dynamic shifts due to difficulties either between parents or children, it can be incredibly hard to know where to turn to and how to approach the situation, but we can help.
