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Nikki has specialised in a broad range of private client work since 2011. She is regularly instructed by clients to assist with estate planning, the establishment and administration of trusts and drafting wills. She also regularly deals with incapacity issues including powers of attorney and personal injury trusts.
Patrick is a Partner and Financial Advisor at Tanager Wealth, and he specializes in complex planning for high-net-worth clients, international estate planning and inheritances. Prior to working in Financial Planning, he worked for a trust and estate law firm and co-wrote a book on estate planning.
We are experts in providing cross-border financial planning and investment management services to individuals and households in the UK and the US.