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Wealth services

WEALTH SERVICES

Employee Benefits and Consultancy

Employee Benefit Consultancy Service

In need of employee benefit consultancy? Our corporate benefits advisors are here to negotiate & implement the best employee benefits scheme for your business.
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Inheritance Tax Strategies

Inheritance Tax Strategies

At Womble Bond Dickinson, our multifaceted team of inheritance tax solicitors and specialists provide comprehensive and effective advice to clients in the UK and abroad. Supported by specialist legal and tax colleagues across the firm, our thoroughly-researched strategies and guidance offer an invaluable sense of calm confidence when facing the future.
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Investment Advice

Investment Advice

Need investment advice from a leading financial advisor? Discover the investment advice services from Womble Bond Dickinson’s trusted team today.
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Protection Planning

Protection Planning

Our aim is to safeguard you, your family and your business from the unexpected. We always begin by understanding your circumstances, which helps us assess the risks that might be faced.
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Retirement Planning

Retirement Planning

Whether you are close to retirement or prudently planning ahead, we can suggest the right investment and pension arrangements for you. Together we will produce a savings strategy and we’ll review this regularly. Once you reach retirement we can recommend the best way to take income from your funds. Throughout retirement we can help to make sure this income is sustainable and continues to meet your objectives.
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Copyright © 2023. Womble Bond Dickinson Wealth Limited is a limited liability company registered in England and Wales under company number 8375875 with its registered office at 4 More London Riverside, London, SE1 2AU. Its main trading address is The Spark, Draymans Way, Newcastle Helix, Newcastle upon Tyne, NE4 5DE. Womble Bond Dickinson Wealth Limited is authorised and regulated by the Financial Conduct Authority and its details can be checked on the Financial Conduct Authority register under reference number 596652. Womble Bond Dickinson Wealth Limited is a wholly owned subsidiary of Womble Bond Dickinson (UK) LLP. "Womble Bond Dickinson", the “law firm” or the "firm" refers to the network of member firms of Womble Bond Dickinson (International) Limited, consisting of Womble Bond Dickinson (UK) LLP and Womble Bond Dickinson (US) LLP. Each of Womble Bond Dickinson (UK) LLP and Womble Bond Dickinson (US) LLP is a separate legal entity operating as an independent law firm. Womble Bond Dickinson (International) Limited does not practise law. Please see www.womblebonddickinson.com/legal-notices for further details.