Legal Planning

During any review with a Brooks Wealth Management adviser we will consider not only your financial situation but we will discuss with you your end of life plans such as your Wills, Lasting Powers of Attorney, Trust, inheritance tax planning and any other legal needs that you have around Estate planning.  Clearly we are not Lawyers but we are all qualified to discuss these situations and needs in generic terms and to advise you where there are holes in your planning.  We work closely with all the Solicitors in the area and we would be very happy to refer you to a specialist in the area where we have identified gaps exist for you.

Trust Planning and tax advice are not regulated by the FCA.