Tel: +44 (0)116 262 4225
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Private Wealth Management

The private wealth management team offers a full spectrum of private client services and works in conjunction with other wealth advisors to provide you with the best legal advice to help you grow, preserve and transfer wealth throughout the generations of your family.  We act for individuals based in the UK and abroad and have the requisite expertise to advise clients on a broad range of wealth management issues including:-.

  • preparation of tailor-made wills that reflect the wishes of the individual but are tax efficient
  • practical estate planning with a view to preserving wealth and minimising inheritance tax
  • obtaining probate and estate administration
  • creation and administration of trusts and provision of advice to beneficiaries of trusts
  • provision of protective arrangements for the elderly including powers of attorney

For more information please contact:-

Marie Cooper
Direct Dial 0116 242 1289
Mobile 0797 352 4687
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