Wealth Management

Our experienced team of Private Client Solicitors can offer effective wealth management advice.

Whether you've inherited your wealth or made it yourself, you want to look after it.

You want to make sure it’s invested wisely, your tax bills are minimised, and it’s protected from extravagant children and divorce. And you’ll also want to make plans for what will happen to it when you die.

Your assets, personal circumstances and priorities may change over time, so the careful planning and regular review of your affairs is essential.

We can help you manage your financial affairs to meet yours and your family’s aspirations and concerns. Your needs and priorities are important to us and we will work with you to ensure your security, whatever life may throw at you.

Our team is here to provide you with professional and personal support and advice. We are members of a number of professional bodies including STEP (the Society of Trust and Estate Practitioners), ATT (Association of Taxation Technicians), CTA (Chartered Institute of Taxation),  the Probate section of the Law Society, and Solicitors for the Elderly, so you can be sure you will be receiving the highest level of knowledge and expertise.

We have relationships with a number of accountants, independent financial advisers and private bankers, all of whom have proven track records in the provision of high quality, independent advice to a broad range of individuals.

In short, we can provide a full service which covers the whole spectrum of wealth management. Our service is straightforward and personal – tailored to your needs.

We can help you with:

  • The creation and management of trusts
  • Wills & estate planning
  • Inheritance tax planning
  • Investment advice & management, insurance and other financial services (via external financial advisors)
  • Tax planning
  • Personal tax returns
  • Trust tax returns
  • Capital gains tax planning
  • Advice in relation to residence and domicile issues
  • Succession planning for the land owners and entrepreneurs

 

Your wealth management team are...

Kitsons Solicitors - Jonathan Dickson

Jonathan DicksonPartner

Jonathan is a Private Client Partner, Taxation Technician & Chartered Tax Advisor

Kitsons Solicitors - Charlie Siegle

Charlie SieglePartner

Charlie is a Partner and Head of our Private Client team in Exeter

Kitsons Solicitors - Marjorie Creek

Marjorie CreekPartner

Marjorie is an Partner in our Private Client team and previously a registered nurse

Kitsons Solicitors - Rebecca Farley

Rebecca FarleyAssociate

Rebecca Farley practices in probate, wills and estate & tax planning and powers of attorney

Michelle GilbertChartered Legal Executive

Michelle is a Chartered Legal Executive in our Private Client team

Carly JefferySolicitor

Carly is a Solicitor in our Private Client team in Plymouth

Kitsons Solicitors - Charlotte Maling

Charlotte MalingSolicitor

Charlotte is a Solicitor in our Private Client team

For more information, please get in touch

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