IHT, trusts, wills & lasting powers of attorney
Passing wealth to the next generation requires careful planning. Alex works with specialist partners on wills, trusts, inheritance tax mitigation and lasting powers of attorney.
Estate planning, wills and lasting powers of attorney are not regulated by the FCA.
Strategies to reduce IHT on your estate.
Ensure your wishes are documented and legally binding.
Trust structures for asset protection and tax efficiency.
Speak with Alex in confidence about pensions, investments, protection or estate planning across Berkshire, South Bucks, Surrey, Oxfordshire & West London.