Email: Jamie@jerromsfp.co.uk
Probate and Estate Planning Services
Tailored Advice to
help you grow
Our probate and estate planning team provides tailored estate planning services to help you protect, grow and pass on your wealth with confidence.
As estate planning experts, we work with you to understand your goals and create a plan that supports your family and future.
Financial Advice Service
Our financial advice service helps you make informed decisions about your investments and long-term financial future. We build investment strategies around your goals, risk appetite and life plans, with regular portfolio reviews to ensure your plans remain on track as your circumstances and market conditions evolve. We explain complex financial concepts in straightforward language, empowering you to make confident 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 the markets and your circumstances.
Make informed decisions:
Straightforward advice to help you understand complex financial choices.
Build lasting relationships:
Ongoing support from advisers who understand your evolving needs.
Your Financial Advice Champions
Estate Planning
Our estate planning services are about more than protecting your wealth. They're about preserving your legacy, supporting future generations and ensuring your wishes are carried out. As estate planning experts, we work with you to develop a tailored strategy that helps safeguard your assets while planning confidently for the future.
How we champion your business
Protect what matters:
Estate planning tailored to your wishes and family circumstances.
Pass on more, lose less:
Inheritance tax planning designed to maximise what your loved ones receive.
Stay in control:
Trust planning that helps protect assets for future generations.
Make it seamless:
Working alongside your legal and professional advisers to deliver a joined-up approach.
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
Retirement Planning Service
Our retirement planning service helps you build financial independence with confidence. Whether you're looking to consolidate pensions, maximise tax-efficient savings or plan your retirement income, we provide tailored advice to help you achieve the lifestyle you want in retirement.
How we champion you
Create your ideal future:
Retirement planning tailored to your long-term goals.
Simplify your finances:
Pension consolidation and optimisation to provide greater clarity and control.
Maximise retirement income:
Drawdown and annuity advice designed to make the most of your pension savings.
Stay on track:
Regular reviews to ensure your retirement plans remain 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. We work closely with your solicitor, probate family lawyer and other professional advisers to ensure your estate planning is aligned and your wishes are carried out effectively.
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
