Oxfordshire wealth management company launches new law firm

Published by

Nicky Godding

Wealth Management company, Wills & Trusts, has launched a new firm of solicitors and recruited team of legal professionals to help clients with the complex legal side of estate management.

The company specialises in helping families with their financial planning and has expanded as a way to further its offering while still specialising in helping to protect families, financially and now legally too.

As well as being able to assist with estates, trusts and succession planning, the company can now help with probate, as well as setting up wills and trusts that are legally sound and tax-efficient both now and for the future.

Chief Operating Officer, Stuart Payne, said: “Our ultimate plan is to make Wills & Trusts the one-stop shop for protecting families’ futures.”

“We are in quite a unique position to be able to offer these combined legal and wealth management services, and we are one of the few firms in the UK with Chartered Financial Planning status and with a separate firm of solicitors regulated by the SRA (Solicitors Regulation Authority).

As part of the expansion, Wills & Trusts has recruited two new team members. Sophie Cisler joined the firm earlier this year as the Compliance Officer for the Legal Practice. She is a qualified Solicitor, specialising in private client services such as lifetime and estate tax planning, wills, trust administration and probate. Legal Executive, Charlotte Taheri, has also been appointed and specialises in probate.

The firm currently has offices in Thame, Oxfordshire, Ashby-de-la-Zouch, Leicestershire, and is opening another office in Henley-in-Arden, Warwickshire, later this year. Further plans for the continued expansion of the company also include the launch of Wills & Trusts Accounting in September.

Nicky Godding

Nicky Godding is editor of The Business Magazine. Before her journalism career, she worked mainly in public relations moving into writing when she was invited to launch Retail Watch, a publication covering retail and real estate across Europe. After some years of constant travelling, she tucked away her passport and concentrated on business writing, co-founding a successful regional business magazine. She has interviewed some of the UK’s most successful entrepreneurs who have built multi-million-pound businesses and reported on many science and technology firsts. She reports on the region’s thriving business economy from start-ups, family businesses and multi-million-pound corporations, to the professionals that support their growth and the institutions that educate the next generation of business leaders.