We will arrange an initial interview as soon as you wish. In our experience this interview will set your mind at rest as to what steps should be taken and we will listen. We aim to provide whatever service you may require at this difficult time.
You may not just want advice on filling in a form or what to do next and we are happy to help you deal with matters yourself. On the other hand you may wish us to take over all aspects/matters relating to the deceased's Estate.
Trusts are a complex but useful device which may save tax or protect vulnerable or under-age beneficiaries. They can be adapted for individual needs. We advise on the full range of Trusts available and the best options for you or your family. We will prepare the Trusts and set up any administration. Our Financial Services Department advising on investment.
Contact
Nick Penwell at Exeter - N.Penwell@dunnandbaker.co.uk
Julia Green at Exeter - J.Green@dunnandbaker.co.uk
Barbara Hodgson at Cullompton - B.Hodgson@dunnandbaker.co.uk
Exeter Office: 21/22 Southernhay East, Exeter, EX1 1QQ - Tel: 01392 285000 Fax: 01392 285001 DX: 8311 EXETER Cullompton Office: Chudleigh House, 38 High Street, Cullompton, EX15 1AE - Tel: 01884 33818 Fax: 01884 32356 DX: 49600 CULLOMPTON Email: mail@dunnandbaker.co.uk