About Salisbury Wills and Trusts
Salisbury Wills and Trusts is led by Lee Perkes.
Lee has been providing clients with advice to help them achieve their financial objectives, both during their life and following their death, for over 30 years.
As well as being a qualified accountant, Lee is also a Chartered Financial Adviser, a Member of the Society of Will Writers and an Affiliate of the Society of Trust and Estate Practitioners.
This background allows Lee to have a comprehensive understanding of all of the issues a client may need to consider which many Financial Advisers or Solicitors are not able to provide. As a result clients find their concerns are fully covered.
To ensure clients receive a quality, up to date service, Lee has chosen to work with Countrywide Tax and Trust Corporation, a leading provider of technical, training and legal services.
Lee divides his time between Salisbury, where he lives and his admin office and team are based, and central London where his clients are mainly City professionals and business owners. His clients in and around Salisbury tend to be business owners and retired clients who have concerns about Inheritance Tax.
One common theme that Lee finds with his clients is their desire to reduce Inheritance Tax and to keep their money within their family.
To find out how the services offered can help you achieve your financial objectives please contact Lee for an exploratory discussion.
Please note that while Lee is both a Director of Salisbury Wills and Trusts Limited and a Senior Partner with St. James’s Place Wealth Management, the provision of Wills and other services by him through Salisbury Wills and Trusts is a separate service to that offered by him through the St. James’s Place Group of Companies.