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FRIEND & GRANT NOW PROVIDING CLIENTS WITH LEGAL ASSISTANCE FOR ESTATE PLANNING

For many years clients have been asking us about providing legal services such as Estate Planning (wills and trusts etc…) and it has been a constant cause of frustration that we haven’t been able to fully help them. We strive to be considered your ‘Trusted Advisor’ and as such we wanted to be able to assist whenever you need us most, whether it be for your business or on a personal matter.

Hopefully you will understand why we are so delighted to be able to inform you that we are now registered as a corporate member of the Legal Services Guild and, because our tax manager, Jan Friend, has recently qualified as a Barrister Intermediary, we are able to provide our clients with legal assistance for Estate Planning.

We plan in future months to expand the range of legal services we offer to businesses as well as individuals.

We understand that for most clients their business is inextricably linked to personal and family circumstances. We want to do all we can to help our clients achieve their business and personal goals whilst protecting all that is important.

The first step for us is to help our clients with Estate Planning.

The number of people who haven’t made a Will or some form of legacy plan is notoriously high and thousands of families every year suffer from sideways disinheritance. Assets meant for children or other beneficiaries are often diverted away from the desired inheritance line due to one of many possible events in life that will effect most families at some point.

Estate Planning is just one of those things that we don’t get round to or don’t give enough attention to.

We now have the solution! Let us help.

To find our more go to the following link.

Whether your estate is large or small, whether you have a Will or not, if you are concerned that your estate might not get to your loved ones why not book an appointment with Jan.

We won't charge you for it!

Jan is now making appointments to see clients from February onwards (no appointments in January as Jan will be working flat out in making sure all clients’ Tax Returns are submitted!).

So don’t delay. 

Call or email Jan now to book your free appointment.

 

We are constantly trying to add value to our client relationships and we sincerely hope that this latest news demonstrates how much we value your loyalty as a client. We are always striving to do our best to ensure you are confident that you have made the right decision to work with us.