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Contacts in this field
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Sara Rogers -
Email
0113 222 3234
View profile -
Sharon Pallagi -
Email
0113 336 3312
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Clare King -
Email
0113 222 3234
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Susannah Bottomley -
Email
0113 336 3395
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Laura Bowler -
Email
0113 336 3364
View profile
- Stephanie Dunderdale | Profile
Wealth management
Wealth management is not just for the super-rich. It is useful for a huge range of individuals, to safeguard valuable assets against a variety of risks: divorce, bankruptcy, care fees and unnecessary taxation. It also can be used to ensure financial security during your lifetime and the smooth transfer of wealth from one generation to the next.
Our team works alongside other expert professionals to offer a full tax planning service to minimise capital gains and inheritance tax, and we can even reduce taxes payable on estates after death in some cases by preparing Deeds of Variation in relation to those estates within the relevant time scales.

