Estate Planning

Personalised Financial Advice

We take time to get to know you and your requirements, creating a financial plan that suits you.

Control over how your money is passed on

Having an estate plan to protect and preserve your wealth is one of the most important things that you will ever do. Working with our specialist partners, we will execute your plan to the highest standards.

You have worked hard to build your wealth so it is natural to want control over how it is passed on. With families growing and relationships changing, your priority could be to make sure the money stays within your family.

There are several ways to keep control over how your money is passed on – we can talk you through the options and help you make a decision.

The importance of a will

You make financial decisions during your lifetime, but only a Will can ensure your plans are successful when you are not around. We can review your Will to make sure it reflects your plans, or our wealth managers will help you to write yours.