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Wills & Inheritance

Our Wills & Inheritance team will provide a personal service by a solicitor of long standing experience who will guide you through the process of securing your legacy, maximising your assets and implementing your wishes exactly as you planned.

 
 

Personal Succession Planning

In addition to making a will, it is also sensible to consider lifetime succession planning. Our specialist solicitors can help you pass on your assets to your family during your lifetime in a tax effective way. This can be particularly important if you hold shares in a family business.

Working closely with our colleagues in GL Integrity Financial Planning, Family Office and Corporate, we will consider your circumstances and set out clearly the options available to you in planning your future. Once you have made a decision, we will work with you to ensure your wishes are implemented.

The succession planning service we offer is personal to you and therefore the relationship between you and your adviser is paramount. This will involve getting to know you and your family situation well so that we can provide you with a bespoke service tailored to your individual circumstances.

We offer:

  • Lifetime giving advice
  • Setting up of trusts
  • Re-structuring your business assets
  • Advice on passing on a family business 
  • Wealth protection

Related Services:

For enquiries, please contact one of our team for a no obligation initial phone call, alternatively contact us via the switchboard on 0117 906 9400 or enquiries@gregglatchams.com.

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    “I find their performance and service very satisfactory and I like the continuity of contact with partners I know and trust. They provide excellent client service. They know their stuff and have the ability to explain it in a way that the layman can understand.”

     
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    “My questions and wishes were answered and done so in a very prompt and efficient manner, I would recommend Gregg Latchams very highly. They listened to my requirements and gave good useful comments and advice. Not in any way pushy. All my queries were answered clearly and quickly. Nothing appeared to be too much trouble. Approachable, professional and personable.”

     
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    “We found the service very prompt, efficient, accessible and friendly. We always felt we could ask for clarification and were given very helpful advice over difficult decisions.”

     

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To find out how we can help you or your business, get in touch.

Give us a call:

0117 906 9400

 
 
 
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