ESTATE PLANNING

A life-time of successful wealth management can be threatened by the absence of a will or a poorly constructed or outdated will.

Estate planning is fundamental to preserving your wealth and ensuring it passes on to your designated beneficiaries in the manner you choose. Whatever your objectives are, I can deliver a confidential service designed to protect your assets by preparing a tailored tax efficient strategy.

Tax thresholds and reliefs can change regularly, regular reviews help ensure your estate plan conforms to current legislation.

As your wishes may evolve over time, we can undertake periodic reviews of your estate plans. For an existing will, we can advise on revisions and amendments to account for any changes in family or financial circumstances.