Estate Planning

We plan for your future. Working together with you. Helping you navigate life’s complex changes. Our estate planning allows for life’s complexities.


Your estate plan is so much more than a will:


  • Life assurance cover
  • Succession planning
  • Business exit strategies
  • Will writing and updating
  • Trustee and executor duties

Contact our accountancy advice team on 01438 740074 to discuss how we can help you.


TRUSTS AND EXECUTORSHIPS

We can help you maximise your tax benefits and make the most of the trusts in your tax and estate plan. There are different types of trust which each have different uses, be that providing for your children’s education, determining property ownership, or gifting to charity. We give you expert guidance on which are best suited to your needs, making your trusts work harder for you.


Contact our accountancy advice team on 01438 740074 to discuss how we can help you.