Wealth management firm launches legal practice
Ashby wealth management company Wills & Trusts has launched a new firm of solicitors and recruited a team of legal professionals.
As well as being able to assist with estates, trusts and succession planning, the company can now help with probate, as well as setting up wills and trusts that are legally sound and tax-efficient both now and for the future.
Chief Operating Officer, Stuart Payne, said: “Our focus will always be on helping families as we believe this is the most important and rewarding thing that we can do. Our ultimate plan is to make Wills & Trusts the one-stop shop for protecting families’ futures.”
“We are in quite a unique position to be able to offer these combined legal and wealth management services, and we are one of the few firms in the UK with Chartered Financial Planning status and with a separate firm of solicitors regulated by the SRA (Solicitors Regulation Authority).
“By solely working with Wills & Trusts, people will be able to save not only time and stress but also money.
“We anticipate that, by cutting out the need to outsource and the subsequent margins, our probate services are approximately 30% cheaper than conventional law firms.”
As part of the expansion, Wills & Trusts has also recruited two new team members. Sophie Cisler joined the firm earlier this year as the compliance officer for the legal practice. She is a qualified solicitor, specialising in private client services such as lifetime and estate tax planning, wills, trust administration and probate. Legal executive, Charlotte Taheri, has also been appointed and specialises in probate.
The firm currently has offices in Thame, Oxfordshire, Ashby-de-la-Zouch, Leicestershire, and is opening another office in Henley-in-Arden, Warwickshire, later this year. Further plans for expansion include the launch of Wills & Trusts Accounting in September.
