Jane Gunnion

Solicitor

jane@rees-roberts.com

or

Jennifer McMahon

Solicitor

jennifer@rees-roberts.com

0151 255 1300

Private Client

 

While property has been the core focus in the practice for many years, our integrity and attention to detail means that clients often instruct us to advise on and manage their personal matters alongside their commercial interests.

 

We are fully equipped to handle a wide range of private client services, including:

 

  • Wills

  • Probate

  • Inheritance Tax (IHT)

  • Lasting Powers of Attorney (formerly Enduring Powers of Attorney)

  • Tax Planning

  • Pensions

  • Trusts

  • Gift

 

If we do not have the answer in-house our clients trust us to recommend and project manage strategic partners such as specialist trust and tax lawyers, accountants and fund managers.