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.
Jonathan is a Private Client Partner, Taxation Technician & Chartered Tax Advisor
Charlie is a Partner and Head of our Private Client team in Exeter
Marjorie is an Partner in our Private Client team and previously a registered nurse
Rebecca Farley practices in probate, wills and estate & tax planning and powers of attorney
Michelle is a Chartered Legal Executive in our Private Client team
Carly is a Solicitor in our Private Client team in Plymouth