His expertise includes assisting clients plan for their future in a tax efficient manner, advising on the options available to them in order to pass on wealth in a way that is tax efficient and achieves their own objectives.
Ben has extensive experience in advising and working with vulnerable clients and their families particularly in relation to wealth preservation.
Ben also advises clients on the options available to them if they were to become unable to manage their own affairs, whether temporarily or permanently.
Ben joined Clarke Willmott in 2013 after studying at Plymouth University.
Ben is a member of the Wills and Inheritance Quality Scheme.
- Working with a national charity to manage in excess of 250 trusts for vulnerable beneficiaries
- Dealing with the creation of trusts for pension death benefits
- Working with financial advisors to assist clients to plan for their future in a tax efficient way