Private Client
SOPHIE ENDERSBY - PARTNER
Protecting family wealth demands early planning and a close personal relationship with your advisers. Our work requires a detailed knowledge and understanding of you and your family’s personal circumstances, finances and goals.
We can tailor our advice to your individual needs, whether these involve estate and inheritance tax planning, wills, trust creation and administration, business and farm succession, foreign property, lasting powers of attorney and financial administration, probate and estate administration, deeds of variation and disputed wills.
We work closely with your existing professional advisers such as accountants, financial advisers, stockbrokers, bankers and property specialists. We can introduce you to trusted advisers in these areas if and when you need them.
This type of work is by its nature very personal and we offer each client a bespoke service determined by your individual circumstances, aims and wishes. As befits the importance of these issues to you, our service is partner led. Our team has considerable experience and expertise in advising clients on all aspects of their personal and business estate planning. Members of the team belong to recognised specialist organisations such as the Society of Trust and Estate Practitioners and Solicitors for the Elderly.
Our services:
• Estate and tax planning
• Business and farm succession
• Preparation of Wills, including tax efficient trusts where
• required
• Estate administration, deeds of variation and probate
• services
• The creation and administration of trusts
• Lasting powers of attorney, financial administration
• for the elderly and Court of Protection applications
• Liaison with other professional advisers to provide an
• overall advisory service
There are constant threats to your wealth and family assets from changes in tax legislation and failure to take full advantage of available tax and financial planning techniques. Having worked hard to provide you and your family with financial security you want professional advisers who will work equally hard to protect it. We can work with you to help you and your family achieve this goal, both now and in the future.
We work closely with your existing professional advisers such as accountants, financial advisers, stockbrokers, bankers and property specialists. We can introduce you to trusted advisers in these areas if and when you need them.
This type of work is by its nature very personal and we offer each client a bespoke service determined by your individual circumstances, aims and wishes. As befits the importance of these issues to you, our service is partner led. Our team has considerable experience and expertise in advising clients on all aspects of their personal and business estate planning. Members of the team belong to recognised specialist organisations such as the Society of Trust and Estate Practitioners and Solicitors for the Elderly.
Our services:
• Estate and tax planning
• Business and farm succession
• Preparation of Wills, including tax efficient trusts where
• required
• Estate administration, deeds of variation and probate
• services
• The creation and administration of trusts
• Lasting powers of attorney, financial administration
• for the elderly and Court of Protection applications
• Liaison with other professional advisers to provide an
• overall advisory service
There are constant threats to your wealth and family assets from changes in tax legislation and failure to take full advantage of available tax and financial planning techniques. Having worked hard to provide you and your family with financial security you want professional advisers who will work equally hard to protect it. We can work with you to help you and your family achieve this goal, both now and in the future.
