The term ‘Private Client’ refers to the services that we offer to private individuals in respect of the protection of their assets including planning for inheritance tax or assistance should an individual be unable to conduct their own financial affairs.
Our private client team are well aware that the areas of life in which they deal can be very sensitive. The team continually receives praise from contented clients as they always strive to treat all involved individuals in a sympathetic and understanding manner.
Making a will is the only way to ensure an individual’s wishes are carried out after death. Without this document, many difficulties can arise between family and friends. Where suitable, the team liaises with other DFA departments to ensure that our clients are prepared for every eventuality.
Our Northampton based team offers the following services:
- Powers of attorney
- Estate administration
- Tax planning