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WJM is a full service law firm with an in house wealth planning team. We pride ourselves on providing joined up advice to clients and our wealth planning team works closely with legal colleagues to look after our clients' legal, tax and financial affairs under one roof.
We advise individuals, businesses, trusts and charities, providing a bespoke plan to help you achieve your goals. Your plan is individually tailored to your specific circumstances, and reviewed and developed on an ongoing basis.
Your plan will generally cover promoting, protecting, and passing on your wealth:- to grow your wealth in line with your objectives to provide income, capital growth or a mixture of the two; to shelter your wealth from tax liabilities by using tax-efficient structures and other legal routes such as Trusts; and help plan for your wealth to pass on to your chosen beneficiaries.
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