Wills and Estate Planning

This part of our business provides a holistic Will and Estate Planning service to all of our clients who need estate planning services. We are privileged and uniquely positioned to hold vast amounts of financial data on our clients plus through working with our clients we get to know what their family situations are.

Families are much more diverse now and we see a lot of older clients gifting money to the younger generations. This often causes us to consider what the implications are during their lifetime and in death.

We offer a bespoke and tailored service to ensure our clients are able to do both lifetime planning and death planning.

*Wills and Estate Planning are not regulated by the Financial Conduct Authority