You’ve worked hard to grow your wealth. We’ll help you to protect it. A properly drafted will allows you to leave your assets to the people or charities that you really care about. Well drafted wills can also ensure that vulnerable beneficiaries are looked after with added protection built in for them and for your assets.

Making a will can bring peace of mind for the following reasons too:

Our real specialism in this area, and what sets us apart, is our ability to collaborate with your accountant or your tax or financial adviser to help to implement the strategy that has been crafted for you and your family by the careful drafting of a will or a trust (see below) to give effect to your wishes. Our team includes a member of Society of Trust and Estate Practitioners (STEP) and as such we follow the STEP code for Will preparation in England and Wales.

Saul Caplan

Private Client Team

Sophie Bacon

Private Client Team

Paula Dallison

Private Client Team

Susan Foxen

Private Client Team

Mark Goodson

Private Client Team

Simon Jones

BTMK Todmans

Megan McKinlay

Private Client Team

Kavita Ryatt

Private Client Team

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