Premier Clients

We offer an execution-only share dealing service, specialising in probate administration and disposals. Please see our website for further details. We also offer advice in many specialist areas including; INHERITANCE TAX PLANNING (including Annual exemptions, Lifetime gifting, Nil rate band planning & Trusts) INVESTMENTS & SAVINGS (including Bonds, ISAs, PEPs & Unit Tusts) MORTGAGES/RE-MORTGAGES (Repayment & Interest only including Capped, Cap and Collar, Discounted, Fixed, Flexible, Offset & Self Certification)* PROTECTION (including Accident Sickness Unemployment (ASU), Critical Illness, Life Assurance, Mortgage Protection, Permanent Health Insurance (PHI) & Term Assurance) RETIREMENT PLANNING (including Personal and Stakeholder Pensions, Retirement Annuities & Self Invested Personal Pensions (SIPPs))*YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP PAYMENTS ON YOUR MORTGAGE.