Wealth Preservation

We have a strong and long-established reputation for advising individuals on issues such as divorce, succession, tax, and buying and selling property.  We advise a wide range of clients from individuals, trustees, landowners and business owners who may have assets in the UK or abroad.

We offer clear and practical advice for you, your family and your business to help you achieve your aims.  A dedicated professional will take the time to get to know you and your concerns and provide personal and bespoke solutions to simple and complex situations.

We have offices in London, Cambridge and Peterborough.

Coronavirus update

from the Wealth Preservation team...

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Wills

Making a Will is perhaps one of the most important decisions you can make, whether that’s making one for the first tim...

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Inheritance tax

With careful planning and regular reviews during your lifetime, we can help you to minimise the tax payable on your deat...

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Trusts

Trusts can be a flexible solution to wealth management or wealth preservation.  They can hold all types of assets inclu...

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Tax planning

We are specialists in the field of tax planning, supporting clients with issues that arise both during your lifetime and...

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Estate administration

Administering the estate of a loved one can be a daunting prospect, at what may already be an emotionally challenging ti...

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Lasting powers of attorney & Court of Protection

Being unable to make financial or health decisions for yourself is not something any of us wants to face.  However, acc...

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Residential property

Whether you are experienced in buying and selling residential property or are contemplating your first transaction, our...

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Society of Trust & Estate Practitioners

The Society of Trust and Estate Practitioners (‘STEP’) is the global professional association for practitioners who...

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News & events

news / 06 May 2020

Wealth Preservation Matters

Which is exactly why we’ve rebranded our Private Client team name to reflect how our wealth preservation specialists here at Greenwoods GRM can help you.  We’ve also taken the opportunity...

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news / 06 May 2020

Promotions at Greenwoods GRM

news / 23 April 2020

Our continuing response to COVID-19

news / 03 April 2020

Jack Hunt School aids NHS in manufacturing PPE for local hospitals and health care units during the COVID 19 outbreak

Get in touch with us

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