Estate & Wealth Planning

Estate and Wealth Planning is a service delivered by a chartered tax adviser, trust and estates practitioner in conjunction with an independent financial adviser, by using these professionals together we seek to investigate your future for, and protect against, the erosion of your wealth from inheritance tax, capital gains tax and income tax.

Our Unique Approach

We have yet to see our unique approach become the norm within estate and wealth planning, and while we steel and march on those who follow, we have gone further with our estate and wealth planning service, we will also advise you regards your wills, lifetime gifts, trusts all with a view to minimise the tax impact on yours and your family’s wealth.

It is important to remember, that in today’s world of high property prices more people than ever are being pulled into inheritance tax, it’s not only those who run their own business that are affected anymore.

Call Us: 01704 320560

Holistic Planning For a Better Tomorrow

Our Core Values

It is hard to convey who we are on a website, after all you haven’t met us, you don’t know us, so, we all sat down and between us came up with what we consider to be our core values, the values that underpin our business and our approach, it goes without saying we are professionally qualified and technically capable, so what are our core values.


Our advisors and their skills aren’t just tried and tested; they’re trusted too. We’re technically competent, experienced and completely confidential when working with our clients.


We’re not about the corporate feel. We’re a warm, friendly, approachable team who pride ourselves on communicating in layman’s terms – no silly bamboozle, just simple business.


Our analytical skills are second to none; we certainly don’t take things at face value and in our industry, a keen eye for analysis can be the difference between standard assistance and excellent services.


Contrary to popular belief, accountants are humans too! We’re wholly empathetic and can relate to a variety of life and business experiences to provide an excellent, trusted service.


Our door is always open. There’s no question too complicated, and no job too big or small. We want our customers to feel totally comfortable when seeking help and guidance, and they do.

What Our Clients Say

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