Wills, Trusts and Estate Administration
The Team at The Head Partnership provides a complete range of private client services. We regularly advise on Wills and powers of attorney and have particular expertise in estate administration. We can also assist with lifetime tax planning through the setting up of trusts and other opportunities to achieve asset protection for your family.
View our video interview with Head of Department Catherine Whitaker on the important considerations when making or amending a Will:
Our clients are at the heart of everything we do. We have a particular reputation for excellent client care and we will take the time to understand your priorities and objectives, delivering advice and documentation which is suited exactly to your individual circumstances. We aim to create flexibility and longevity in our documents, to ensure you get good value for money. We consider all situations and circumstances with an objective eye, pointing out pitfalls and concerns that you may not have considered.
The team has a wealth of experience. Most members of the team have undergone specialist training to become full members of the Society of Trust and Estate Practitioners (STEP) (the leading private client professional body). This means clients can have confidence that the team has the specialist knowledge and skills required to advise you and your family.
We have offices in Henley-on-Thames and Lower Earley. Our Lower Earley office offers the convenience of on-site parking and easy access, which is a benefit for those not wanting to battle with the Reading traffic. In Henley, we have a town centre location within easy walking distance of the local shops.