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.

Key
Contacts

Sarah Garrity

Graduate Financial Planner

Email Sarah
0114 266 7171
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Joy Clegg

Managing Director - BHP Financial Planning

Email Joy
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Nick Brier

Director and Chartered Financial Planner

Email Nick
07795384870
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Andy Myers

Chartered Financial Planner

Email Andy
Full Bio

Andrea Yellops

Senior Financial Planner

Email Andrea
Full Bio

Tim Clasper

Chartered Financial Planner

Email Tim
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Mitch Burke

Chartered Financial Planner

Email Mitch
07702 856747
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Marie Hudson

Head of Operations

Email Marie
0114 266 7171
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Jordan Capel

Financial Planner

Email Jordan
0114 266 7171
Full Bio
View the full team