Other Services

We can introduce you to our strong network of professional connections, should you require advice in the following areas:

  • Chartered Accountants
    • Full range of Personal and Business Accountancy Services
  • Solicitors
    • Including advice on:-
      • Business Structures
      • Company Sales and Purchases
      • Other legal services
  • Wills, Trusts & Probate

Through our professional connections we are able to offer solutions that dovetail with our wealth management services through every stage of your financial timeline – designed to maximise your profits and provide financial security.

Wills, Trusts & Probate

Would you prefer your hard earned Wealth that you have worked so hard to accumulate to be passed to HMRC as additional taxation should you die or would you prefer for it to be passed to your family?

Making a will is essential planning especially when taking into account the potential for Inheritance Tax. It is therefore important to ensure it is well written and planned correctly. Failure to do so may see your assets distributed according to the rules of intestacy. At Margetts Wealth we recommend all our clients have a Will and that this is also kept under review and updated in line with your changing financial situation.

Through our access to professional will writing, trust and probate services which we can arrange on your behalf as part of the service and advice we provide when it comes to protecting you and your estate.

Some of the services we have available to us, such as wills and will writing are separate and distinct to those offered Margetts Wealth.

The Financial Conduct Authority does not regulate tax advice, wills or trusts.