Some things speak for themselves - the directories that review the legal industry are a good start.........
"A specialist service that looks at a client's individual needs rather than simply delivering off-the shelf advice."
"Adept at balancing sympathy with professionalism."
"An impressive position in the Thames Valley private client law marketplace."
"Impresses clients with its transparent approach."
"Accessible - clients don't feel intimidated!""Highly professional and knowledgeable team."
Chambers Guide to the UK Legal Profession and
The Legal 500
The Wealth Protection team helps clients to protect and preserve their wealth for the benefit of their family and loved ones.
Managing wealth starts with making a will to ensure assets will pass in accordance with wishes.
The Wealth Protection team’s expert estate planning advice, can help to mitigate the effects of tax and advise on how to manage and pass on wealth in the most tax efficient manner.
Trusts established either through a client’s will or during their lifetime will help to protect and control wealth for the benefit of their family.
Appointing attorneys by making a Lasting Power of Attorney can allow others to make decisions on a person’s behalf, including if they are unable to do so for themselves.
When the time comes to administer a person’s estate and pass on their wealth according to the terms of their will, the Wealth Protection team can guide clients through the probate process.
As people get older there are specific steps that can be taken to protect wealth and ensure that both they and their families are looked after. These are available through the team’s bespoke Elderly Client services.
If an individual has started to lose or has lost mental capacity, it can be very difficult for their family to take control of decisions in relation to their finances and their welfare. The Wealth Protection team works closely with the firm’s specialist Court of Protection team to provide the advice and assistance that is required.
The majority of the Wealth Protection team are members of the Society of Trust & Estate Practitioners (STEP) and the Law Society Private Client Section. The team also includes lawyers who are members of Solicitors for the Elderly. The Wealth Protection team is rated in both The Legal 500 and Chambers UK legal directories.