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Management of Your Affairs

We can help you, a relative, or a friend, who needs help with the administration and arrangement of their affairs, including dealing with:

  • Household bills.
  • Insurance policies.
  • Bank accounts.
  • Investment paperwork.
  • Letting of property.
  • Property maintenance.
  • Moving to a retirement home.
  • Income Tax.
  • Inheritance Tax Saving.
  • Powers of Attorney.

If you would like to find out more information about how we can help you, please complete our enquiry form or contact us on 01929 552471 for Wareham or 01929 422666 for Swanage.

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