Succession planning and your wealth: A secure future for generations
10 mins
A professional probate, executor and tax service tailored to your particular needs.
What we offer
You might have arrived on this page for a number of reasons.
- You are an existing client who wants to know more about our services in this area.
- You might have suffered a recent bereavement and have been appointed as an executor and want support in making sure you carry out your role diligently.
- You might be about to receive an inheritance and would like to understand the tax implications for you and your family.
- Or for some other reason entirely.
We can help with the following:
Probate Services Specialists
Gill Tallon >
Deputy Managing Partner
Lisa Spearman >
Private Client Partner
Liz Cuthbertson >
Private Client Partner
Helen Price >
Private Client Partner
Alison Palmer >
Private Client Partner
Henry Lowe >
Private Client Partner
Daniel Bisby >
Tax Director of Trustees
Charmain Alway >
Private Client Director
Why work with us?
Our team works to the highest standard to provide evidence that withstand close legal scrutiny and cross-examination. We are well prepared and confident in our ability to communicate and defend our opinions effectively, both in writing and on cross-examination.
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Industry RecognitionTolley's Taxation Awards 2019 Best Private Client Practice Finalist
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Cross Team ExpertiseWe offer you a truly joined-up service, with both our financial planning and private client tax working together to give you the best possible advice
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International ReachWe are a founder member of The International Accounting Group (TIAG)
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Accessibility4 Offices, London, St Albans, Rickmansworth and Milton Keynes
