Our trusted advisers are able to visit you at home or can discuss things over the phone at a time that suits you, including evenings.
Choose where your assets go in the event of your death. List your own wishes instead of those determined by law.
Plan for someone else to manage your financial affairs and welfare in the event of you becoming incapacitated through illness.
Plan for the eventuality of going into long term care and all the cost implications that may have.
Setup funeral arrangements in advance, relieving any worries and financial stress for your loved ones.
Estate Planning
Maximise the benefits your estate can bring to your loved ones.
Inheritance Tax Advice
Ensure you are aware of inheritance tax issues and are leaving your estate with maximum allowances.
Executry & Confirmation
A complete service to wind-up your estate, at a time when administration can be daunting for loved ones.