Wealth manager Wills & Trusts has created a legal practice in a bid to help clients deal with the complexities of estate planning.
The firm already provided estate, trust and succession planning.
But, despite its name, was unable to offer will-writing or probate services until now.
As part of the expansion, Wills & Trusts has recruited two team members.
Sophie Cisler joined the firm earlier this year as compliance officer for the legal practice, specialising in private client services; such as lifetime and estate tax planning, wills, trust administration and probate.
Charlotte Taheri has also joined as legal executive and specialises in probate.
One-stop shop
Stuart Payne, chief operating officer, said: “Our focus will always be on helping families as we believe this is the most important and rewarding thing that we can do.
“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.
“By solely working with Wills & Trusts, people will be able to save not only time and stress but also money.
“We anticipate that, by cutting out the need to outsource and the subsequent margins, our probate services are approximately 30% cheaper than conventional law firms.”
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.
