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Wills, Trusts and Probate

Adroit Financial Planning has been advising clients of wills, trusts and probate solicitors for many years. We can advise and assist you and your clients in the following:

  • Estate Planning
  • Investment Services

Estate Planning

When your clients are looking at estate planning, it’s often beneficial to speak to an independent financial adviser in order to understand all of the options available.

There are a number of ways of mitigating inheritance tax and Adroit can provide advice in this complex area.

Investment Services

Whilst considering estate planning, many clients may wish to explore the possibility of investing for their family’s future both before and after their death.

As independent financial advisers, we offer a completely holistic approach to your clients’ investment requirements. We’ll provide them with the best possible advice with regard to any investments they wish to make and carry out detailed investigations to ensure they get the best possible outcome. We will:

  • Provide them with sound investment advice
  • Research the whole market and provide details of the best investments so suit their needs
  • Ensure we find the best most tax-efficient solutions
  • Carry out risk profiling
  • Prepare a portfolio
  • Create a cash flow model
  • Monitor investments

Contact the team at Adroit

Should you require advice from one of our experts, please contact a member of our team on 0800 884 0006 or using the form below:

Contact Us