Tax Planning and Wealth Protection

Tax Planning and Wealth Protection

A couple walk into the sunset with their toddler. Tax planning & Wealth Protection

To us, there is no such thing as an 'average' client so the Private Client team do not offer an average service. Our breadth of expertise and experience allows us to tailor our advice to ensure that your priorities are identified and dealt with effectively.

We like to get to know our clients so that the solutions we suggest suit your personal circumstances and long term goals.

Whether you need a simple Will or advice on dealing with the administration of a large and complicated estate our aim is to offer a practical approach to your problems.

What clients say

Overall the service we have received is excellent and we feel confident with Tozers!

Mr & Mrs Deakin and Mr & Mrs Hallam-Deakin of Langley Farm

Our areas of expertise:

  • Compensation protection trusts
  • Contentious probate
  • Deputyships: acting for people who cannot make decisions for themselves
  • Family wealth protection trusts
  • Inheritance Tax planning for family businesses
  • Inheritance Tax planning for farmers
  • Living Wills (Advance decisions)
  • Powers of attorney
  • probate & estate administration
  • Tax planning
  • Trust administration
  • Wills

Want to know more?

Request a call back or ask us a question using our quick-contact form.
Alternatively you can call us on 01392 207020.


Read our FREE Guides

Download now