Trust & Investment Department
Hart Brown are trust & tax lawyers and financial planners in Surrey
Hart Brown's Trust & Investment Department specialises in dealing with the two certainties in life - death and taxes.
Our team of trust and tax lawyers and financial planners provides an integrated, specialist, independent wealth management service to clients at all stages of life.
We aim to help clients to build and preserve wealth for themselves and their families through careful financial and tax planning.
Our Trust Section can draw on over 100 years combined qualified experience in advising on inheritance tax, wills/powers of attorney, estate administration, trusts and tax.
Our Investment Section, through its FSA authorised financial planners, provides a wide range of investment related services, including portfolio management, investment advice generally and pre and post retirement planning. We can also advise on and arrange life assurance.
We consider the broader picture. For example, with a pension crisis looming, we can help older generations of a family to put their children/grandchildren on the right track by arranging stakeholder pensions for children.
Our integrated Trust & Investment Department has the advantage of being able to deal in-house with financial and tax planning arrangements from conception of an initial plan of action to completion without the need for the client to involve other advisors. This not only expedites matters but also limits expense for the client. We believe this sets Hart Brown apart from most of its peer groups of solicitors and financial advisors.
We can advise you on the following matters:
For further information please contact:
Hart Brown Solicitors are a leading law firm throughout Surrey and in London, with offices in Cobham, Cranleigh, Godalming, Guildford, Wimbledon Village and Woking.
