Estate Planning from Panthera

If you are concerned about your general estate provision and want to ensure you pass your wealth through the generations effectively, we can help.

Through our sister company Panthera Estate Planning, we can assist with all aspects of estate planning including:

  • Inheritance Tax planning
  • Wills, including mirror wills
  • * Parents' and own care fees planning
  • Power of Attorney’s
  • Probate
  • Trust Planning
  • * Business Succession Planning

The above subjects are not regulated by the Financial Conduct Authority, *except for Care Fees planning and Business Succession Planning which may include areas that include regulated activities.

For more details, go to the Panthera Estate Planning website, or call us on 023 9226 8969


We would like to thank you for giving us the opportunity to take part the initial implementation of your Financial Lifestyle Planning project. The benefits of this project are clear and we would highly recommend this process to others.

A Different Way to Manage Wealth

 
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