Wealth Management

We're pleased to announce the appointment of Clare Fleming as a new director and head of our private client team. Clare joins us after returning to Lancashire earlier this year…

Jan Wright, director in our private client team, looks at how your charitable giving may reduce your inheritance tax bill. There are lots of advantages to giving to charity –…

Harrison Drury, Brewin Dolphin, The Good Care Group and Home Instead (South Lakes) have partnered to deliver a free seminar providing information on Planning Ahead for Later Life. Presenters from…

Working with you and your advisors, we can offer bespoke, practical and clear-thinking solutions to wealth and tax management issues. We have solicitors that are members of STEP who sit…