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Stoke-on-onTrent based accountancy company DJH has doubled the size of its estate planning division with the acquisition of Beswicks Legal’s private wealth business.
The acquisition will see DJH clients have access to expertise in wills and trusts to succession planning, tax advice, probate and powers of attorney.
Relocation to Festival Park offices in Stoke-on-Trent was completed last week, taking the expanded team to sixteen specialists.
DJH, which is private equity backed by Tenzing, has completed 12 acquisitions in three years, and 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.
Rachel Watkinson, managing director of DJH Estate Planning, said: “This partnership brings together two highly experienced estate planning and private wealth teams, offering clients access to greater combined expertise and national resources.
“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 added: “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.”
Scott Heath, CEO of DJH, concluded: “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.”
