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  • Get in touch or find your nearest office

  • Preston Office
    1a Chapel Street Winckley Square PR1 8BU
  • Clitheroe Office
    21 Church Street Clitheroe BB7 2DF
  • Lancaster Office
    21 Castle Hill Lancaster LA1 1YN
  • Kendal Office
    Bridge Mills, Stramongate Kendal LA9 4BD
  • Garstang Office
    Cherestanc Square, Rope Walk Garstang Preston PR3 1EF

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    Wealth & Tax Management

    Experts in Managing your Wealth

    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 on their national committees.  We also have those who are members of SFE including a founder member and those who sit on their local committees.  We have representatives who sit on the HMRC agents advisory panel and this ensures that we have the most up to date solutions for any requirements you may have.

    Our expert team can help you with:

    • Wills
    • Tax mitigation, planning and advice
    • Trust creation, administration and termination
    • Complex probate administration
    • Wealth preservation and transfer
    • Intergenerational planning and support
    • Advice regarding trustees’ responsibilities
    • Powers of attorney and issues involving incapacity

    Manage your privacy

    How we handle your personal data

    The General Data Protection Regulation (GDPR) gives you more control over how companies like ours use your personal information and makes it quicker and easier for you to check and update the information we hold about you.

    As part of our service to you, we will continue to collect, use, store and share your data safely and securely. This doesn’t require any action on your part.

    For more detailed information view our Privacy Hub