Jamie Shannon
Director, Head of Estate Planning & Financial Adviser
Details
As the co-founder of the firm, I have taken great pride in watching the practice and other sister companies within the group grow but am even prouder of helping our many and varied clients implement robust estate planning solutions to protect the financial wellbeing of themselves, their family and future generations.
Outside of the office, I'll be watching our son play football and almost daily commutes to various dance venues with our daughter then enjoying her shows as when they are put on. A lovely addition to the family was our dog Rosie (Cavapoo) in Jan 2022 and so my wife and I enjoy long dog walks in the woods and then a glass of red wine in the evenings.
Areas of Advice
Areas of advice:
- Will Writing
- Lasting Power of Attorney preparation
- Inheritance Tax efficiency
- Document Preservation
Bloodline/Legacy planning - protection of Inheritance from Third Party threats including:
- Remarriage / Divorce
- Care Home fee costs
- Addiction problems
- Creditors / Bankruptcy
- Loss of State Entitlement
- Generational Inheritance Tax
Financial Services Including:
- Pensions
- Investments
- Retirement Planning
- Mortgages
- Equity Release
- Life Insurance, Critical Illness, Income Protection, Permanent Health Insurance & Buildings & Contents Insurance