About Digby Nash Estate and Tax Planning
We are a professional services business located in Norwich, Norfolk, specialising in family tax planning. Our team of experts caters to individuals and families seeking services related to inheritance tax, capital gains tax, and trusts to help them manage their finances effectively. We aim to highlight our expertise in providing tailored solutions for family estates, with a focus on helping families pass on their wealth. Our unique selling point is we do not sell financial products and we offer expert advice to pass on family wealth. We take pride in our ability to help families secure their financial future and make informed decisions regarding their taxes.
About the founder
In a career spanning almost 30 years, our founder Digby has worked as an Investment Manager, FX Dealer, Stock Broker and a Derivatives Trader, these combined roles has given him a wide range of Tax and Financial knowledge and he is passionate about offering Tax planning advise for clients. He is a Chartered Member of the Chartered Institute for Securities & Investment and holds the Investment Advise Diploma and the Level 4 Certificate in Paraplanning.
About the CISI
Professionals within financial services owe important duties to all their stakeholders including clients, market participants, their profession, professional bodies, regulators, colleagues as well as to wider society. Where these duties are set out in law or regulation, members of the Chartered Institute for Securities and Investment (CISI) should comply with the requirements in both letter and spirit. Members of CISI are also required to meet the standards set out within the CISI’s Principles, which impose an obligation on members to act at all times not only in compliance with the rules, but also to support the underlying purpose and values of the Institute. Each Principle specifies the duties owed by members to one or more stakeholders who may be impacted by their actions.
Proud members of the Norfolk Chambers of Commerse
