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

Paul has helped me achieve financial security for my future by detailed planning and discussion about my financial needs for both necessary living costs and to achieve the more enjoyable things in life which are on my 'wish list'. This has meant that now I have retired I can live the lifestyle I wanted to attain, even after the early death of my husband. During the weeks following my bereavement Paul was unfailing supportive and quick to outline the impact this would have on my finances and future lifestyle and reassured me that my financial affairs were in order and on track. This removed a very big concern during a very difficult time.