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Post death planning
If you have been named as an executor or beneficiary of a loved one’s will, you can get the support you need from us. We can make it easier.
Family wealth, made right
Dealing with the death of a loved one or close family member is a difficult time, which is why every member of our team goes to such great lengths to put you at ease. With your affairs being looked after by our specialists, you can focus on the future with renewed confidence.
It will be necessary to make some decisions in the years following a death to proceed with actions or inactions that can have a profound impact on your family wealth. These should only be taken at an appropriate time and with sufficient time to reflect. When you’re ready, we’re here.
Improving tax efficiency
Receiving an inheritance after you have already accrued some wealth may create or increase the inheritance tax due on your estate, even if significant inheritance tax was already paid by the deceased. We can assist you with the planning options available to protect your loved one’s legacy from further unnecessary taxes and other threats.
Trustee support
If you are a trustee of a discretionary trust which has received a recent legacy, you will have some legal responsibilities to the beneficiaries. We can help you carry out this role with skill and reduce the demands on your time and effort.
Bereavement Support
After the death of a partner, spouse or parent, many of us will find ourselves struggling to cope with the complexity of dealing with their affairs. It’s easy to make a simple but costly mistake in this area while grieving and we are here to provide support and reassurance for your family.
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.
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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.
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Jamie Kyte, Chartered Financial Planner
You're going to be dealing with someone who's been doing this day in, day out...
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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.
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Jacqueline Berry, My Care Consultant
It is so important, as a duty of care, to speak to an appropriate financial adviser.
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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.
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