Qualifications: CILEX Level 3 Diploma in Law and Practice CILEX Level 6 Certificate in Law (Probate Practice) STEP Advanced Certificate in Will Preparation (England & Wales) Expertise: Will writing Lasting Power of Attorney Probate Wendy has been working in private client practice since 2010 and is an Associate of the Chartered Institute of Legal Executives […]
Qualifications: Fellow Member of both Institute of Chartered Accountants and Association of Chartered Certified Accountants ICAEW Certificate in Probate and Estate Administration Expertise: Probate Trustee and Executor role for Clients Family businesses adviser Philip is a Chartered Accountant specialising in advising a wide range of clients. More recently he obtained a Certificate in Probate and […]
Qualifications: Fellow Member of Association of Chartered Certified Accountants Chartered Tax Adviser MAAT Expertise: Trustee for clients Family Businesses Financial solutions Meet the Team
Qualifications: Chartered Tax Adviser ICAEW Certificate in Probate and Estate Administration Expertise: Inheritance Tax Planning and use of trusts Estate Administration and probate Domicile and residency issues Capital Gains Tax planning Andrew is a Chartered Tax Adviser and has completed the ICAEW Certificate in Probate and Estate Administration. He has over 25 years of experience […]