We work with legal firm Caverley Lightfoot to provide clients with access to high quality, joined-up estate planning services. By working together, we can provide solutions that allow for a smooth and tax-efficient transfer of wealth between the generations.
My clients benefit from comprehensive legal and financial expertise that includes will writing, Inheritance Tax planning, trusts and gifting, and a team that complement each other. Working in this way, we’re able to keep your wishes and interests at the centre of all your affairs.