Estate planning is a key area of our work. We advise on most aspects of wealth management including Inheritance Tax and Capital Gains Tax planning. Our proactive advice and assistance is designed to help individuals:

• safeguard their own financial security
• ensure a smooth transition of assets from one generation to the next
• exercise as much choice and control over their financial affairs as possible

Depending upon the complexity of your affairs we may need to call upon and combine our expertise in areas such as Will drafting, Lasting Powers of Attorney, Trust creation/administration and Inheritance Tax and Capital Gains Tax mitigation.

For advice on Tax & Estate Planning please contact:

Ian Shipton on 01934 637 904 e-mail shipton@powellslaw.com, or
Jenny Brading on 01934 637 931 e-mail brading@powellslaw.com.