Estate Administration

At a difficult time we want to be here to support you. We aim to provide our customers with practical advice and tailored assistance when someone passes away.  

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Need help managing your finances?

If you’d like to appoint someone to help you manage the finances you have with us, or alternatively, if you have been asked by a friend or family member to help them with their finances, there are a number of ways that this can be set up.

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Pension Advice

Pension savers now have unprecedented access to their funds, but ensuring you're well prepared for retirement can be a significant challenge. We aim to provide help and advice so that you can retire securely.

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Home Move Services for the Retired

Whether for downsizing or to release capital for long term care, we’re committed to helping facilitate a smooth and stress-free move and property sale.

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Inheritance Tax (IHT)

It’s the tax that we probably hate the most. We aim to show you how, with a bit of planning, you could reduce your IHT bill.

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Equity Release

Do you need to release some capital from your property? This could be used to top up your retirement income, or for a gift to your children. We can show you if equity release could work for you.

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Making a Will

Whilst writing a Will may seem like a morbid thing to do, we don’t believe it is – it’s a sensible thing to do for those you leave behind.

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Long-term Care Funding

We can help with planning for the cost of care, whether in the home or at a residential care home.

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