DJH has doubled the size of its estate planning division with the acquisition of Beswicks Legal’s private wealth business.
Clients of the Stoke-on-Trent headquartered professional services and accountancy group can now enjoy enhanced services with greater access to expertise in wills and trusts to succession planning, tax advice, probate and powers of attorney.
Relocation to Festival Park offices was completed last week, taking the expanded team to sixteen specialists.
“This partnership brings together two highly experienced estate planning and private wealth teams, offering clients access to greater combined expertise and national resource,” explained Rachel Watkinson, Managing Director of DJH Estate Planning.
“Our approach is far less transactional than in a law firm where you tend to see a client, draft their will and that’s it unless they need to make major changes. Instead, you will be partnered with our tax, wealth, and account teams to ensure you get the best possible advice and support throughout the duration of the relationship.”
She continued: “This is especially beneficial for business clients, who have limited time on their hands and in probate matters where grieving families feel relieved at dealing with a joined-up team.
“I joined DJH in September 2023 to develop our estate services offering, and this latest partnership makes us one of the biggest specialists in Staffordshire and Cheshire. And this is just the start, with plans in place to recruit two more experts over the next three months.”
DJH, which is private equity backed by Tenzing, is one of the UK’s fastest-growing professional services and accountancy groups.
Following a series of twelve acquisitions in three years, the firm has grown into a multidisciplinary team of 600 people with offices in Altrincham, Bexley, Bury, Chester Derby, Huddersfield, Leeds, Manchester, Nantwich, Sheffield, Stoke-on-Trent and Walsall.
The firm provides owner managers, businesses, group companies and high-net worth individuals with access to audit, accounting, tax, and specialist business advisory services, combining local expertise with national reach, while maintaining personalised service at its heart.
Scott Heath, CEO of DJH, added his support: “Beswicks Legal’s private wealth team is very well regarded in the estate planning space and its dedicated approach to best meeting their clients’ needs fits perfectly with our own culture.
“The fast-growing team is called DJH Estate Planning and has access to all our other services, which is extremely unique in both the private wealth and accountancy market. This is where we feel we can add real value that only comes when you bring the best accountancy and legal minds together.”
For further information, please visit www.djh.co.uk or follow the company across its social media channels.
