We ensure your wealth and wishes reach your next generation
We help you take advantage of inheritance tax relief. Make sure inheritance doesn't alter beneficiaries' state benefits. Protect your assets from creditors and divorcing partners.
Our group of highly-trained and qualified solicitors and financial planners have worked in this industry for many years, giving them extensive experience. In order to give you the most accurate and useful advice possible, we make it our mission to stay current on all of the most recent legislation and regulations.
We understand that as you accumulate wealth, your planning and advice needs will change, but passing it on tax-efficiently always becomes more important for our clients over time. We never forget this, therefore we offer recommendations according to your needs and desired level of involvement.
We recognise that each individual or family have unique circumstance, and as a result, we take the time necessary to understand your requirements, and objectives. Because of this our personalised approach ensures that your estate plan is tailored to your specific circumstances.
Estate planning can be complex and overwhelming, but with our guidance, you can have peace of mind knowing that your affairs are in order. We'll explain the process in simple terms, answer all your questions, and handle the legal complexities on your behalf.
We strive to build lasting relationships with our clients. Our commitment to exceptional service doesn't end once your estate plan is in place. We offer ongoing support, annual reviews, and updates to ensure your plan remains current as your circumstances evolve.
220 Wharfedale Rd, Winnersh, Wokingham RG41 5TP Winnersh Wokingham RG41 5TP United Kingdom
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Albany House, 14 Shute End, Wokingham RG40 1BJ Wokingham RG40 1BJ United Kingdom
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