Newton Abbot Wealth Management

Newton Abbot Wealth Management

Wealth Management - newton abbot

We are proud to announce that our Newton Abbot office has expanded to provide our clients with a Wealth Management service.

We are proud to announce that our expert Wealth Management team now offer their specialist service across all three offices and beyond, following the expansion of the Newton Abbot branch. This change will help to enhance the level of service we are able to offer our clients throughout the South West and especially to those based near Dartmoor and the South Hams.

Our Wealth Management team would be delighted to assist you, whether you would like to put in place a Will or power of attorney or are looking for assistance with the administration of an estate, to ensure that the required steps taken to finalise a person’s affairs and to distribute their assets in the correct way. We also advise on Inheritance Tax and succession planning, whether for asset protection or wealth preservation for the future.

Our Newton Abbot-based solicitors include Rachael Morley, an Associate and Solicitor, Jayne Bertie and Lucy Lamb, both of whom are also Solicitors. All three are experts in their field and offer a friendly and professional service to guide you through what can be a complex process, sometimes at a very difficult time in your lives. Rachael, Jayne and Lucy are all full members of the Society of Trusts and Estate Practitioners (‘STEP’).

We Advise On:

  • Will preparation from straightforward arrangements to bespoke solutions
  • succession planning for individuals, business-owners and farmers
  • administration of simple and complex estates
  • guidance on the administration of estates to family members
  • Inheritance Tax relief and exemptions for business owners, farmers and heritage property owners
  • administration of UK estates with assets located abroad
  • post-death rearrangements, including the use of deeds of variation to minimise Inheritance Tax payable

What clients say

I found your service 1st class from the very beginning. Very friendly, understanding and very businesslike.


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