Castle Trust and Estate Practice provides high quality trust, estate and company administration services to entrepreneurs, investors, business families and company directors. Whether you have a simple estate and are looking for a straight-forward Will, or you have a complex/sizeable estate and require in-depth advice, we can devise a comprehensive estate plan for you. This will protect your estate from various types of threats and also minimise your tax liabilities. The estate plan is completely bespoke and is tailored to your individual circumstances.
We offer free initial consultation either at our offices in Birmingham or at the client's home anywhere in the Midlands. In most cases, we'll be able to give you a proposal at the end of the initial consultation. If you are happy with the proposal, we can proceed and deliver all your completed documents within one week.
Once the work is completed, the clients receive a free annual review to discuss any changes to their circumstances.