Make provision for the future

We all have different objectives in life and need different strategies to help achieve them. This is precisely why we offer a personalised wealth planning service.

We can help you build a strategy that aims to provide financial support to you and your family, now and into the future.

The services and products below have individual terms and conditions. Fees and charges will apply.

Specialist tax advice

Specialist tax advice can play an important role in trying to make the most of your wealth. We work with leading tax advisers Ernst & Young LLP to offer a complete Personal Tax Service. They can help you complete your tax return, liaising with HM Revenue & Customs to help you receive any exemptions you’re entitled to and to help you to pay the right amount of tax. They’ll also advise on more complex tax requirements and longer-term tax considerations.

Setting up a trust

We have been acting as a professional trustee for more than 100 years and our Trust Management Service is provided by a team of experts who can act impartially on your behalf.

We provide expert assistance designed to find the right solution for you. As well as taking care of the trust’s management and administration, you can also appoint us to act as a trustee in your lifetime, or under the terms of your will.

Alternatively, if a managed trust solution is not for you, we can advise you if a packaged trust combined with an investment solution could meet your needs. So, depending on how much control of your assets you want, we can help you set up a range of trusts, where appropriate.

Making a Will

Making a Will and keeping it up-to-date is the only way you can ensure that when you die your wishes are made clear. Dying without a Will could leave your partner without any rights or protection if you’re not married. If you don’t have close family, your estate could pass to a distant relative who you don’t know or the Crown.

Our Will Writing Service aims to give you the peace of mind of knowing that everything is set out clearly in a legal document. If you already have a Will we can help you review it and would recommend that you do this at least every five years. Our Will Writing Service is provided by Hugh James Solicitors who deliver a comprehensive range of services to private clients in England and Wales. For clients who require a Will under Scots Law, Hugh James will work together with Brodies LLP.

Administering an estate

Estate administration isn’t easy, especially if you were close to the person who has passed away. Our Estate Administration Service takes care of almost everything involved with administering an estate. We offer a personal service, designed to focus on doing what’s right for you.

With over 100 years of experience, we can offer practical advice, support and a broad service for probate and estate administration - depending on your individual circumstances.

To speak to one of our bereavement specialists please ring 0800 056 0171.

Please note calls may be monitored and recorded. Call costs may vary depending on your service provider.

Financial planning

Before any services or products are provided to you we will explain what advice we can give and what products and services this covers, and any advice or product charges that apply and agree these with you.

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Book an appointment

Get in touch with one of our Private Banking and Advice Managers.

No charges for the initial meeting to discuss your individual circumstances and objectives.

No obligation to take any of our services or products.

 

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Speak to us

You can call us to arrange an appointment or ask a question.

Lines are open Monday to Friday from 09:00 to 17:00 (Tuesday and Thursday until 19:00) and Saturday from 09:00 to 13:00. Excluding Bank Holidays. Call cost may vary depending on your service provider.