Welcome to the Spring 2023 Edition of Viewpoint

I am pleased to feature in this edition an article about leaving gifts to charity beneficiaries which a few of our readers requested. We will continue to feature articles that you have requested in future editions of Viewpoint, including matters relating to trusts and on the subject of tax which never seems to lose its popularity. 

We are set to have a busy Spring and Summer - we are delighted to be sponsoring a local Arts Trail in Bristol in June, and to be hosting another Wills workshop in May following the success of our last one. We hope to see many of you there - you will find details of how to sign up in the newsletter.

I wish you well over the coming months of warmer, longer days ahead and hope you enjoy reading this edition.

For more information, please contact Michelle Rose in our Private Client team on 0117 314 5246, or complete the form below.