just £129 this month
Protect future generations by
ensuring your affairs are in order
Convenient consultations
Via Phone, Video or Face to Face
For many people discussing inheritance planning is a difficult subject. With clear, straight forward advice we have helped thousands of families to protect their assets and provide financial security for their loved ones.
With over 20 years of industry knowledge and expertise we have helped thousands of families to plan their inheritance, be it a simple Will, Powers of Attorney, an Asset Trust or a complex Inheritance Tax issue.
UNDERSTANDING
We understand many of our clients will feel uneasy about discussing what happens when they are gone, many will have little knowledge of the complex UK legal frame works involved and even fewer will be aware of any recent legislation changes and how this may affect their inheritance plans.
In today’s world simply writing a will is no longer enough to guarantee our assets will be distributed as we would wish and getting the right advice is paramount. By understanding our clients, their families, and their wishes we are able to present straight forward, tailored solutions.
Download a copy of our “Estate Planning Basics” eBook today to start your Estate Planning journey.
Established experts in Estate Planning and Will Writing services.
For many the idea of estate planning is an unfamiliar concept, not everybody is aware of the benefits of estate planning, and it is often thought of as reserved for families with high wealth values.
Since 2017 we have been working to highlight the ever-increasing need for all families to have a robust inheritance plan and delivering affordable solutions to a broad spectrum of clients.
We believe everybody’s inheritance is important regardless of the size of the estate. Whether it is a family with several properties, businesses and land, or simply the family home, expert advice should be available to secure the families wealth.
That is why all are initial consultations are free of charge with no obligation.
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Own a home or have a mortgage
Have savings or assets in cash or shares
Are married or have children
Have assets to dispose off
Wills from £129
A Will is a signed legal document (by you and witnesses) that lets you decide what happens to your estate; money, property and possessions etc. after your death. Making a Will ensures that when you die your estate is shared according to your wishes.
Lasting Powers of Attorney
A ‘lasting power of attorney’ (LPA) is a document which gives an ‘attorney’ (your representative) legal authority to make decisions on your behalf (you the ‘donor’). Crucially, the power continues after you lose the mental capacity to make decisions for yourself.
Trust and Tax Advice
A Trust enables you to manage your assets (money, investments, land or buildings) so that when you pass away the assets transfer to those you wish to benefit. There are different types of Trusts available providing varying range of benefits.
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