“I am confident that the legacy started by my husband is in safe hands and my daughter and granddaughter will have someone to turn to when they need it.”
Support during a difficult time
Elaine was very quick to react when my husband first became ill. She contacted our solicitor and working together with our accountant their actions saved significant amounts of tax and protected my business and my family.
Knowing that she was coordinating everyone and dealing with all the complications that arose made a huge difference to me. She still meets regularly with my trustees, solicitor and accountant. She also assists the team who manage my company.
Adapting to changes in legislation & taxation
Elaine has the ability to make complicated matters seem clear. I find this helps me when I have important decisions to make. My financial plan is constantly adapting and Grosvenor Birch helped me take advantage of some recent reforms. Now my pension owns the buildings my business operates from and I receive a tax free pension!
Help when it’s needed
I am confident that the legacy started by my husband is in safe hands and my daughter and granddaughter will have someone to turn to when they need it.
I have always been more than satisfied with the reliable and friendly service we have received. Their dedication to detail and the way they run their business is so without fault I cannot praise them enough for their attention and honesty and personal service.
Ready to get started?
We’d be delighted to hear from you to discuss your requirements. Simply get in touch using our contact form and we’ll arrange an initial chat.