Associate Director Birmingham +44 (0)121 710 5239
Prudent financial planning entails having strategies in place to manage the effect of inheritance tax on your pension fund – which could form a significant portion of your wealth – as well as your properties and investments in the event of your death.
You also need to be confident your executors have the flexibility they need to distribute your estate appropriately.
You’ll get a very personal service, sensitive to your precise needs and designed to help you make the right decisions to manage the effect of inheritance tax on your estate.
You’ll have direct access to our highly qualified team who’ll provide expert advice on options such as lifetime gifts, trusts and life assurance.
Our joined-up approach means you’ll have access to specialist advice from relevant experts from across our diverse business, for example on trust and executorship issues.
We act as trustees of a wide range of family and charitable trusts and as executors of deceased persons’ estates.
Our team comprises qualified chartered financial planners, as well as chartered accountants, chartered tax advisers and affiliates of the Society of Trusts and Estates Practitioners.
Word of mouth
The majority of new clients come to us as a result of referrals from satisfied clients.