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Private Client
Secure Your Future with Bermans Private Client Team
At Bermans, our Private Client team specialises in all aspects of personal and professional succession planning and wealth preservation.
We advise a broad spectrum of clients, with a wide range of assets and wealth, on the careful future planning of their personal and business affairs.
Expert Will Drafting and Tax Planning
Our team can help you achieve your goals through skilled drafting of your Will and, tax efficient lifetime giving and planning. Where appropriate, we also create lifetime and Will Trusts to ensure your wishes are honoured.
How Bermans Can Help
- Prepare for the unexpected: Life can be unpredictable, there may be a time at which you are unable to make your own decisions. Should this happen, in the long or short term, it will be necessary for someone to make decisions on your behalf. Bermans can help you by preparing lasting power of attorney applications, which enables you to choose your attorney(s) in matters concerning both health and welfare, and financial and property matters.
- Support during difficult times: Our Private Client team remain available to support you and loved ones through the inevitable administrative processes arising in the wake of someone’s passing. We are able to assist with grant only applications as well as applications followed by full estate administration in which we can handle all aspects and implications of asset collection and distribution.
