private wealth

Private Wealth

There are few firms in Devon with true expertise in all aspects of wealth planning and protection. Nash & Co has founded its principal business upon providing pragmatic private client services.

We take the view that the wealth you have accumulated throughout your working life is worth protecting. We offer sophisticated and commercial strategies to allow you to maximise all available reliefs and effectively protect your estate for your family.

By amalgamating the expertise of the specialist lawyers in our Private Wealth team we are able to draw upon all essential areas of practice and provide a comprehensive service at affordable rates. Our principal aim is to provide you with the peace of mind that your financial and family affairs are well protected.

What we do:

  • Asset protection
  • Succession planning and re-structuring family wealth
  • Inheritance Tax and Capital Gains Tax planning
  • Establishing and administering trusts
  • Reviewing & advising on existing trusts
  • Divorce and nuptial arrangements
  • Cohabitation Agreements and related occupancy rights
  • Child care and adoption
  • Agriculture
  • Estate management & tax mitigation strategy
  • Agricultural & Business Property Relief
  • Tax efficient wills
  • Estate administration
  • Post-death tax planning & will variation
  • Disputed estates, wills and trusts
  • Lasting Power of Attorney
  • Professional Attorneyship
  • Property disposals, acquisition and management
  • Vulnerable clients

We recognise that prompt action and quick response times are important to our clients. Our lawyers aim to be accessible and all maintain direct dial telephone numbers. You will be assigned a principal point of contact, usually a partner, whose role will be to manage the relationship.

Ultimately we aim to protect our clients from unnecessary risk and offer complex legal solutions and pragmatic commercial advice to resolve client issues posed to us.

 

Partner
01752 827015
Partner
01752 827047