BHP are experts

We can establish family trusts to look after future generations, spousal trusts for protection from care home fees, and trusts to assist with the mitigation of inheritance tax.

We have experience of the largest, most complex trusts and estates as well as smaller cases and can provide both financial and legal advice about the management and transfer of property and the administration of estates and trusts.

We can help clients to mitigate inheritance tax on personal wealth, family businesses and investment portfolios and how the use of trusts may assist in this, and deal with any probate problems which may arise.

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Key
Contacts

Joy Clegg

Managing Director - BHP Financial Planning

07855 517897
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Gary Asquith

Head of T&C

0113 274 3496
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Andy Hall

Senior Financial Planner

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Andy Myers

Chartered Financial Planner

07920 816472
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Nick Brier

Director and Chartered Financial Planner

0114 266 7171
07795384870
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Andrea Yellops

Senior Financial Planner

07920 816478
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Tim Clasper

Chartered Financial Planner

07841 806427
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Jordan Capel

Chartered Financial Planner

0114 266 7171
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Max Green

Financial Planner

0114 266 7171
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View the full team