Estate & Trust Planning

Our fact finding and cashflow modelling process will help identify other planning areas where we are able to provide advice to assist with meeting your objectives. Such advice will help to ensure that your assets and financial affairs are managed in the way you would wish, both during your lifetime and following your death.

The typical areas of advice are:-

Where the advice provided leads to a solicitor being instructed, we are happy to liaise directly with the solicitor to provide whatever information is required.