This week we are pleased to welcome Simon Howard as a member of the Napthens Wealth Management Team, working out of our Southport office.
Effective estate planning, be it focused on saving inheritance tax, providing for the cost of long-term care, or even financing your own retirement, encompasses both legal and financial planning solutions. It is essential that the planning and management of the investment of family trust funds is focussed around the Trustee’s goals and objectives.
Since Napthens Wealth Management was established three years ago, we, as specialist estate planning lawyers, have worked closely with our colleagues in wealth management to provide an holistic service for our clients.
We are delighted that Simon, who is already well known to many of us, will be joining the wealth management team, to offer depth and breadth to our estate planning offering in Sefton and West Lancashire.