Wealth Management

You’ve worked hard and been clever with what you’ve earned but planning for the future can be a tricky final step to navigate alone.

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Wealth management starts with a well-structured Will. Reflecting your personal wishes. Avoiding unnecessary taxes or challenges.  

It’s important, however, that you’ve thought of everything in advance. Whether this means making lifetime gifts, putting assets into trust, charitable planning, asset structuring, Inheritance Tax planning, Capital Gains Tax planning or matters relating to your business. You might want to put matters in order in case of ill health or incapacity. By making a Lasting Power of Attorney or Living Will.

You may be looking for expert direction and support through the probate and estate administration process, when someone close to you dies. Our team of qualified wealth management specialists will guide you through every step, helping you to plan for the future.

DWF is a member of Certainty, the National Will Register. All Wills produced for our clients can also be registered with Certainty which means when one of our Will clients dies their Will will not be overlooked by their executors and the deceased’s wishes for the devolution of their estate will be honoured.

Being members of Certainty is really important to us in maintaining our client service excellence and ensuring our clients’ intentions are always upheld.

Recent quotes from our clients via Chambers & Partners and Legal 500 include:

DWF "gives good advice in a timely manner"

How we can help

We can offer the following services to help you plan for the future.

Estate Planning Trust

When it comes to trusts, we’re here to help you choose the one that best reflects what you want to achieve - always with tax-efficiency and succession plans in mind.

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