Helping families plan their financial futures, since 1881

Family & Estate Planning

Knowing you have taken the right steps to ensure your loved ones are cared for after you’re gone is what estate planning is all about. It involves planning for the management of your assets during your lifetime to ensure your property will go to the people you want, in the way you want, when you want.

Whether you want your wealth to pass directly to your loved ones or leave a lasting legacy to a charity you support we can help.

There’s a lot to think about when it comes to setting out your financial goals. Whatever your stage in life, there are three key aspects to consider: 

1.   Building your wealth
2.   Protecting your wealth
3.   And eventually passing it on

Why choose Trustees Executors Private Wealth?

Where you turn for advice is one of the most important decisions you’ll make.

At Trustees Executors Private Wealth, our team of experts will help you plan for your financial future. We believe that implementing and maintaining a wealth strategy is essential to keeping you on the path to financial freedom and security. 

Our expert advisers know the area of law related to estate planning can be complicated and difficult to navigate. That’s why we provide you with guidance and effective solutions to ensure your wealth is best structured for your beneficiaries. With an in-house team of experts including solicitors and accountants, you can be assured of comprehensive advice and services.

We provide a total wealth management service where you can get everything sorted in one place.

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