Wealth & Estate Management

At SPW, we have the experience to make recommendations to protect your family's wealth, minimise the inheritance tax liabilities on your estate and advice on the use of trusts for inheritance planning purposes. We can help you determine which types of trusts are suited to your purposes, prepare the necessary documentation, and advise on appropriate trustees.
 
SPW's proposition will seek to ensure that clients understand their own tolerance of risk and to give them the chance of getting the best return from whatever level of risk is acceptable to them.
It is important that regular reviews are undertaken to keep the asset allocation on track.

For further information please contact our Tax Department.