Private Client Services

Tax, trust and estate planning

Planning for the future

Private Client Services are specialist advisers that can be utitlised as a standalone service or to compliment an existing relationship with your financial planner at 1825. This is a team that prides itself on delivering a personal service backed by professional expertise. Our Senior Consultants are all fully qualified STEP (Society of Trust and Estate Practitioners) advisers, one of the highest endorsements of technical expertise in their field.

Your Private Client Services adviser use their expertise to help you meet your goals effectively, efficiently and sensitively.

  • Client support team 
  • Paraplanners 
  • Investment experts 
  • Tax, trust and succession specialists 
  • Financial planner 
  • You 

"I believe that everyone should be able to pass on as much as possible to their loved ones. We will help maximise your assets to enjoy during your lifetime and give you peace of mind that your future is planned out."

Shona Lowe
Head of Private Client Services

 Helping you achieve 

  • Control over your legacy

    • Wills
    • Trust set up and administration
  • Tax efficiency

    • Making sure you correctly report your tax affairs to HMRC
    • Helping reduce inheritance tax
    • Making use of income tax and capital gains tax reliefs and allowances
  • Peace of mind for you and your loved ones

    • Probate and executry administration
    • Powers of attorney

Experts on your side

In order to ensure the lowest possible cost to you, we align one senior and one, more junior, individual to your case. These are the people that ensure that all advice and documentation is tailored to your unique needs, goals and priorities.

Shona Lowe

Shona Lowe

Head of Private Client Services

Emma Mitchell

Emma Mitchell

Senior Private Client Consultant

Joyce Williamson

Joyce Williamson

Senior Private Client Consultant