Portcullis Wealth Retention Ltd specializes in wealth protection, preservation, and the creation of family legacies, offering tailored estate planning and financial advisory services for the financially astute. The firm stands out through its dual expertise in both legal estate structuring and regulated financial planning, providing a holistic approach to clients’ long-term wealth objectives.
With over 30 years of experience as an Independent Financial Adviser, James Caviel, a member of the Society of Will Writers by examination, leads the firm in delivering personalized solutions to complex financial and estate planning challenges. The company serves individuals and families seeking to safeguard and grow their assets, with a focus on structured, tax-efficient legacy creation and intergenerational wealth transfer.
Services Offered
- Estate Planning
- Will Creation
- Family Controlled Trust Frameworks
- Lasting Power of Attorney Creation and Registration
- Grant of Probate Application Assistance
- Letters of Administration Application Assistance
- Estate Wind-up and Distribution Guidance
- General Tax Planning
- Self-Assessment Tax Return Submission for Individuals and Trusts
- Independent Financial Advice (via introduction to Hoyl Capital Wealth)
- Pensions, Investments, and Protection Advice
- Mortgage and Equity Release Advice (via introduction)
Registered with Companies House and authorized as an HMRC Agent, Portcullis Wealth Retention Ltd operates primarily in England and Wales, assisting clients with probate, trust administration, and compliant tax submissions through a meticulous and client-focused approach.
