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:
Member of the Society of Trust and Estate Practitioners (STEP)
Head of Private Client at DFA Law LLP, Hannah Furr is a proud member (TEP) of the Society of Trust and Estate Practitioners (STEP) which is a global professional body comprising lawyers, accountants, financial advisors and other practitioners that help families plan for their futures.
As a specialist in inheritance and succession planning, Hannah drafts wills and trusts, administers estates, act as a trustee and advises families on how best to structure their finances to ensure compliance and preserve their assets for future generations.
To become a STEP member, Hannah was required to pass a number of exams and also prove her combination of specialist qualifications and experience, including significant involvement at a specialist level with inheritance and succession planning. All members of STEP must adhere to STEP’s Code of Professional Conduct.