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.

This change will help to enhance the level of service we are able to offer our clients throughout the South West.

Our expanded Wealth Management team consists of Rachael Morley, an Associate and Solicitor, Jayne Bertie and Lucy Lamb, both of whom are Solicitors.

Rachael deals with the administration of tax and succession planning for wealth preservation and asset protection as well as the administration of complex estates. Rachael, Jayne and Lucy also deal with Power of Attorney, Wills and Probate which also includes the administration of any size estate. Both Rachael and Lucy are full members of the Society of Trusts and Estate Practitioners (STEP) whilst Jayne is a student member.

Whether or not a person has left a valid Will, their estate will need to be administered in accordance with the law and certain steps taken to ensure that their affairs are finalised and their assets distributed in the correct way.

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