Email: Jamie@jerromsfp.co.uk
Probate, Trust and Estate Planning strategies
Tailored Advice to
help you grow
Our Probate, Trusts and Estate Planning team delivers tailored advice to help you grow, protect and enjoy your wealth on your terms.
We start by understanding what matters most to you, then build an investment strategy shaped by your goals, risk appetite and life plans.
Financial Advice
Regular portfolio reviews ensure your investments remain on track, with adjustments made as your circumstances and market conditions evolve. We explain sophisticated financial concepts in straightforward language, empowering you to make informed decisions.
How we champion your business
Invest with purpose:
Personalised planning based on your goals, not generic formulas.
Adapt to change:
Regular portfolio reviews that evolve with changes in markets and you.
Make informed decisions:
Simple explanations that help you assess complex options and make confident choices.
Build lasting relationships:
Ongoing support from advisers who understand your evolving needs.
Your Financial Advice Champions
Estate Planning
Estate planning is about more than money. It’s about protecting what matters and passing it on with purpose. We help you preserve your wealth, honour your wishes and create a legacy that lasts.
How we champion your business
Protect what matters:
Estate planning that reflects your wishes and values.
Pass on more, lose less:
Inheritance tax strategies that maximise what your loved ones receive.
Stay in control:
Trust planning that secures assets over the long term.
Make it seamless:
Collaboration with legal partners for a fully aligned plan.
Your Estate Planning Champions
Caroline Keenan
Northern Ireland
Esther Hancock
Midlands
Esther Hancock
Esther joined DPC in 2003 and became a director in November 2013, specialising in tax. Esther qualified as a Chartered Certified Accountant in 1999 and qualified as a Chartered Tax Advisor in 2002. She also holds the STEP qualification (Society for Trust and Estate Planners).
She has a wealth of experience, working in accountancy practice for many years.
Esther specialises in providing tax advice and planning to small and medium sized owner-managed businesses and high net worth clients both at a corporate and personal level on all areas of tax, including income tax, corporation tax, capital gains tax and inheritance tax. She provides technical tax knowledge and support to the office.
She has been involved in mergers and acquisitions and is experienced in corporate restructuring, and employee share schemes.
Gordon Symes
Midlands
Gordon Symes
Email: Gordon@jerromsfp.co.uk
Graham Doubtfire
East Anglia
Suzy Harris-Milnes
Yorkshire and the Humber
Suzy Harris-Milnes
Email: suzy.harris-milnes@bhp.co.uk
Pension Solutions
Our retirement planning service helps you build financial independence with complete confidence. For pension strategies, tax-efficient savings and income plans tailored to your life and goals, speak to Sumer.
How we champion your business
Create your ideal future:
Retirement planning that builds the lifestyle you envision.
Simplify your finances:
Pension consolidation and optimisation that offers clarity and control.
Maximise retirement income:
Drawdown and annuity advice that makes the most of your pension savings.
Stay on track:
Regular reviews to ensure your pension stays aligned with your changing needs.
Your Pension Solutions Champions
Gordon Symes
Midlands Gordon Symes
Email: Gordon@jerromsfp.co.uk
Howard Ringrose
Yorkshire and the Humber
Howard Ringrose
Email: howard.ringrose@bhp.co.uk
Trusts
Trusts can play an important role in protecting family wealth, supporting future generations and helping you achieve your long-term goals. Whether you're establishing a trust, acting as a trustee or administering an estate, our specialists can help you navigate complex tax and legal requirements with confidence.
How we can help
Trust advice and administration:
Supporting trustees with the day-to-day management of trusts, preparing accounts and working alongside legal and other professional advisers.
Tax compliance and reporting:
Preparing trust and estate tax returns and helping you meet HM Revenue & Customs reporting requirements efficiently and accurately.
Guidance on distributions:
Advising on the timing and structure of distributions to help balance beneficiaries' needs with longer-term family objectives.
Estate administration support:
Preparing estate accounts and managing correspondence with HM Revenue & Customs to help ensure estates are administered efficiently and compliantly.
Speak to your local Trusts Champion
Our trusts specialists work closely with individuals, families and trustees to provide practical advice and ongoing support.
Mark Woods
London
Mark Woods
I joined Simmons Gainsford in 2010 as a tax trainee and have had the privilege of progressing through the firm to become an Associate Partner.
Over the years, I've worked with a broad range of private clients, helping them navigate complex tax issues and plan effectively for the future.
I advise on a wide variety of private client tax matters, with a particular focus on inheritance tax planning. My specialist areas include, Inheritance Tax planning, trusts, family investment companies, and succession and wealth transfer planning.
I mainly work with families and business owners to help them structure their affairs efficiently, giving them confidence that their wealth will be passed on in line with their wishes.
Email: mark.woods@sgllp.co.uk
Nikki Martin
South East
Nikki Martin
Nikki Martin is a Chartered Tax Adviser working primarily in the private client tax space advising on tax matters impacting internationally mobile and high-net-worth clients. As part of the International Tax team, Nikki advises individuals on personal tax residency, domicile, global mobility, and inheritance tax planning including the use of trust structures and family investment companies.
Paul Harris
East Anglia
Suzy Harris-Milnes
Yorkshire and the Humber Suzy Harris-Milnes
Email: suzy.harris-milnes@bhp.co.uk
