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

I've known Paul for over 5 years. Paul is friendly, relaxed and a pleasure to deal with. He is extremely knowledgable and serious about financial planning which makes the process stressfree and I feel very confident about the plans in place to maximise my income, particularly during retirement.