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GRM can assist with all your Estate Planning needs to make sure your estate is inherited by those you want to receive it. Having an up to date will can save your family, friends and beneficiaries a lot of heartache and hassle as well as making sure that your wishes are met. Estate planning issues are often complex and there are also important tax considerations that need to be assessed which is why you should seek professional advice from a financial adviser who can facilitate the right outcome with a solicitor.

Estate structuring

Understand your family circumstances to ensure your estate is set-up correctly.

Powers of attorney

Ensure you have appropriate powers of attorney in the event you fall ill.

Will reviews

Review and update your will to ensure it reflects your wishes.


Consider any bequests to special causes


David Gates

Principal Adviser

David Gates

Principal Adviser