We provide ongoing fiduciary, wealth management and risk advice, relevant to the different stages of your life.?
Our fiduciary advice and legacy planning services include drafting wills and setting up trusts, acting as independent professional trustees and managing the structures in place. We also do legacy plan reviews to ensure that any unforeseen circumstances can be dealt with and that your legacy remains relevant to your circumstances. Where appropriate, we work closely with our offshore trust specialists in Guernsey.
For your estate planning, we constantly shape our advice according to your changing life circumstances, always supporting the transfer of your legacy between generations.? When structuring your legacy plan, we use all your estate planning needs as a basis to set up and manage cross-generational trusts, and put appropriate wills in place.?