Estate and
wealth planning

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Protecting your wealth and assets for today, tomorrow and the future.

Protecting your wealth for your future generations. We know that wealth and estate planning is more than just reducing your tax bill. It’s about investing wisely to protect your assets today, generate growth and secure them for the next generation.

Our team will provide comprehensive and pragmatic advice on estate planning and investment strategies, tailored specifically to you, however complex your estate. The team is experienced in wealth and estate planning for family-run businesses, working closely alongside other specialist advisers to deliver the very best results for you.

Why Choose SE-Solicitors

Understanding

With our belief that relationships really do matter, we’re focused on understanding you and your world more deeply.

Expertise

By harnessing our collective skills, knowledge, and depth of expertise, we support you to manage the unique complexity of your personal and commercial interests in a smarter way.

Insight

Naturally strategic, we’re able to see the bigger picture, solve problems and realise opportunities more effectively.

Agility

Always responsive, with a solutions orientated mindset, we get to the heart of the matter fast, enabling you to reach positive outcomes more quickly.

Meet our Team for Estate & Wealth Planning

Lucy Gordon, Private Client Director at SE Solicitors
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Lucy Gordon

Director
01295 204000
David Endicott, Private Client, SE Solicitors
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David Endicott

Consultant
01295 204023
Liliana Tomasulo, Senior Associate at SE Solicitors, Private Client
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Liliana Tomasulo

Senior Associate
01295 204144
Tom McInerney, Private Client at SE Solicitors
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Tom McInerney

Senior Associate
01295 204092
Julia Routen, Solicitor at SE Solicitors, Residential Property
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Julia Routen

Solicitor
01295 204012
Kristina Dunne, Private Client, SE-Solicitors, Bicester
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Kristina Dunne

Senior Associate
01869 222304
Aimee Bowles, Private Client at SE-Solicitors
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Aimee Bowles

Probate Executive
01295 204029

Get in touch

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