Introducing Josie Phuller – Your Trusted Advisor for Private Client Matters

Introducing Josie Phuller – Your Trusted Advisor for Private Client Matters

We’re delighted to introduce Josie, a key member of our team specialising in Private Client matters. With over 11 years of experience, she has helped hundreds of families navigate sensitive and often complex areas of estate planning with care and professionalism.

Josie advises clients on:
✔️ Wills – Ensuring your wishes are clearly documented to provide peace of mind for you and your loved ones.
✔️ Probate – Supporting families through the legal process of administering a loved one’s estate with sensitivity and efficiency.
✔️ Trusts – Helping to protect assets and provide for future generations in a tax-efficient manner.
✔️ Lasting Powers of Attorney – Giving you the reassurance that your affairs will be managed by someone you trust if you are unable to do so.
✔️ Inheritance Tax Planning – Offering expert advice to minimise tax burdens and maximise the inheritance for your family.

We understand that these topics can be emotional and overwhelming, which is why Josie takes the time to explain your options clearly and guide you every step of the way. Her compassionate approach ensures that even the most sensitive matters are handled with care, making the process as stress-free as possible.

📞 To find out how Josie and our team can assist you, call us at 0114 248 4890.

Planning for the future can feel daunting, but with the right support, you can make confident decisions that protect what matters most.