Wealth Management

Speak to a wealth management adviser at our law firm in North Yorkshire. We provide legal advice and guidance on wealth management, inheritance tax and estate planning. Our financial advice and wealth protection solicitors are ready to help from our offices in York, Malton, Pickering and Selby. 

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Protecting your wealth now and in the future

It’s never too early to start planning for the future and looking to engage with a wealth protection solicitor. Crombie Wilkinson Solicitors can provide asset advisory, inheritance tax planning and wealth management legal services to help preserve and protect your financial security both now and in the future.

Managing your estate now means your family will have one less thing to worry about in the future. Whether you need assistance in writing your Will, would like to make a Lasting Power of Attorney, or require guidance on handling the financial aspects of a high net worth divorce – our experienced team of wealth management solicitors can assist in all aspects of estate planning.

Crombie Wilkinson Solicitors can also help you plan for inheritance tax, guiding you on the best strategies for preserving your estate for future generations, including gifts, trusts and succession planning for such as a family business. We specialise in handling the estates of high net worth individuals

We work closely with our clients to understand their individual circumstances and goals, and will always help you find the best solutions for your specific circumstances.

Estate and Inheritance Tax Planning

Careful estate planning can ensure your beneficiaries receive the maximum value from your legacy when you die. Crombie Wilkinson Solicitors can talk you through the tax relief options available and help reduce your inheritance tax bill ahead of time where applicable.

Learn more about Estate and Inheritance Tax Planning.

Inheritance Tax for High Net Worth Individuals

Estate planning for high net worth individuals can be a complex business. Our wealth management solicitors are experienced in working with high value estates and can help reduce your inheritance tax bill and protect your hard-earned wealth for future generations. Where relevant, we work in conjunction with independent financial advisors to ensure you have access to all the advice you need for your specific circumstances.

Learn more about Inheritance Tax for High Net Worth Individuals.

High Net Worth Divorce

Going through a divorce is often challenging, and the division of high value assets can further complicate matters. Crombie Wilkinson Solicitors have successfully acted on behalf of many high net worth clients and can help you navigate the financial implications of your divorce.

Learn more about high net worth divorce.

Lasting Power of Attorney (LPA)

Lasting Power of Attorney gives someone the power to manage your health, welfare, property and/or financial planning. At Crombie Wilkinson Solicitors, our expert LPA legal advisors can guide and advise you on how to put in place a Lasting Power of Attorney.

Learn more about Lasting Power of Attorney.

Inheritance Tax FAQs

Inheritance tax can be confusing. How do gifts work? Do I have to pay inheritance tax on a pension? Our expert solicitors have answered these questions and more in our Frequently Asked Questions about Inheritance Tax.