Wealth Management

Good quality financial advice and wealth management can make all the difference in either helping you realise your dreams or lessening the burden of unforeseen events. In addition, certain legal issues provide many opportunities to protect and develop your personal wealth and assets.

The specialist wealth management experts at Gregory Abrams Davidson LLP will provide you with the peace of mind that your position is secure, while you remain firmly in control.

We want you to be confident that your assets are properly protected against regulation changes whilst being able to take advantage of the best investment opportunities available.

We provide specialist legal advice to a range of clients, which includes both those who have inherited wealth and those who have made it themselves and we offer a straight-forward, personal service designed to protect clients from the negative effects of tax, bad investment, divorce etc.

Our wealth management services are tailored to meet your specific personal needs now and in the future.

You also benefit from our long-standing associations with a number of trusted independent financial advisers, private bankers and professionals, all of whom have a proven track record in the provision of high quality independent financial advice to a range of individuals. Our strengths are legal advice and we will arrange a team of experienced and qualified independent financial adviser that suits your needs.

Gregory Abrams Davidson LLP is not authorised to give personal financial advice, however, we will ensure that you receive the best guidance available.

Two key areas we can assist are as follows:

Inheritance tax planning

If you wish to ensure that when you die everything you own goes where you want it to then you should plan your finances during your lifetime.

Care fee planning

Many people pay at least part of their care home fees but this does not always mean you have to sell your home and other assets.

For advice about your any of the above issues, please contact our specialist team who are ready to help.