This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.
Deathtime planning
Make the right provisions so that future generations can continue to thrive.
Generosity that will last and last
There can scarcely be a greater gift to your loved ones than using your wealth to benefit them, even in death. Our deathtime planning services are designed to ensure family wealth is preserved for future generations so that you can enjoy the here and now.
As our client, you’ll benefit from a truly personalised, empathetic service from advisers with a great deal of experience in dealing with sensitive matters. Our highly qualified team deals exclusively with later-life issues and are accredited members of several relevant professional bodies, so you can feel confident that you’re in good hands.
Wills
A skilfully drafted will is a critical part of all estate plans. You should regularly review your will to reflect changes to legislation as well as updates to your family circumstances and preferences. We offer a will review service which will identify any clauses which could become problematic after your death.
Trusts
There are many different types of trust and choosing the right ones for your family’s unique circumstances can have a powerful impact on your wealth. Our advisers are well versed in the nuances of trust planning and can guide you to your ideal solution.
Specialist tax expertise
Inheritance tax is an important consideration when growing your family’s wealth. We consider the tax position of all relevant family members as well as the trust itself when formulating our advice. You may also benefit from our expertise with respect to other taxes, such as Income Tax and Capital Gains Tax.
Mike and Eve
Clients since 2010
Peter understands that totally, goes along with it, and advises knowing how we both feel, and he's been great.
Read transcript
Nicholas
Client since 2013
He's been the adviser for my grandfather, then my parents and me and my brothers as well, so, it's been a long time.
Read transcript
Jamie Kyte, Chartered Financial Planner
You're going to be dealing with someone who's been doing this day in, day out...
Read transcript
Andrew and Fiona
Clients since 2013
Peter's always very helpful and up to date. He’s very easy to get hold of. He’s always available on the telephone always on email.
Read transcript
Jacqueline Berry, My Care Consultant
It is so important, as a duty of care, to speak to an appropriate financial adviser.
Read transcript
Tom
Client since 2013
I've come to him with a lot of questions that I wasn't necessarily expecting him to have answers to, and he's always delivered.
Read transcript
