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Eric Wardle, Head of Trust Management

Private Client

Direct Dial: 01604 463 110
Mobile: 07584 015 590

A bit about me

We all want to protect our assets and safeguard our family’s future. I provide private client services to high net-worth individuals and those with family businesses, helping them structure their family finances and plan for long-term security. I always look at the wider family picture when working with my clients and pride myself on strength in depth, combined with wide ranging expertise and a personal touch.

I specialise in trust advice, trust management and personal tax advice and services, including income tax, capital gains tax and inheritance tax. The main aim is structuring wealth and tax planning to preserve assets for future generations and clients can rely on my trustworthy, reliable and friendly approach.

Outside of work, I love spending time with my family and watching a variety of sports.

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latest articles

Trusts, settlements and new registration requirements

If you are a trustee of any trust, you should take advice on your obligations…

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