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    Contact Us

    Preston Office
    Tel: 01772 258321
    DX: DX 714573 Preston 14
    Fax: 01772 258227

    Garstang Office
    Tel: 01995 607950
    DX: DX 63970 Garstang
    Fax: 01995 600897

    Kendal Office
    Tel: 01539 628042
    DX: DX 714573 Preston 14

    Lancaster Office
    Tel: 01524 548967
    DX: 63502 Lancaster

    Clitheroe Office
    Tel: 01200 422264
    DX: DX 15154 Clitheroe


    Private Wealth

    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