Skip to content

Our Service

Writing Your Will

The making of a Will often throws up other problems. Tax efficient Wills alone can only do so much. You may need or benefit
from other actions or services.

Estate Planning

No sane person ignores the potential taxation of their estates. Confusingly, so-called “Inheritance Tax” (IHT) can bite on property that you give away in your lifetime as well as what you have in your estate when you die.

Lifetime estate planning is about making sure you explore the available opportunities to plan ahead, and not fall into traps for the unwary.

We will provide specialist help and guidance, making sure you understand and make informed decisions to escape inadvertent IHT liabilities.

This may be to do with exploiting the available reliefs and exemptions from IHT, gifts for family maintenance, the use of trusts or available investments that qualify for favourable IHT treatment or exemption.

Suggestions on what you might do are no more important than advice on what you should definitely not do.

You might also need advice on some scheme you have already entered into but where you are now unsure of its benefits. 

Lasting or Other Powers of Attorney

Advancing age and deteriorating health may mean that decision making should be delegated to a trusted friend or family member.

Many of us need help with the complexities of Powers of Attorney, their advantages and disadvantages, and we are happy to advise on what may be suitable in individual cases.

Whilst we do not deal with the preparation of Powers of Attorney, we are happy to introduce you to reliable and experienced third party providers who offer this service. 

Getting Started

Four simple steps to protecting you and your loved ones

Get in touch

Give us a call on 01536 312 617 or enter your details on our contact form and we’ll arrange your free consultation appointment. We can visit at a time that suits you, day or evening, including weekends.

Arrange a free consultation

We can visit at a time that suits you, day or evening. Let us know the best day and we will arrange a home visit that is convenient for you.

Discuss your requirements

Within the consultation we can discuss all your hopes and objectives. We may offer other options or solutions that could work well for you needs, but you finally decide.

If you prefer, you can download and complete the Background Questionnaire by clicking here and forward it to us for an initial chat about your wishes

Get the Will that you need

After our consultation we will set up a draft Will for you to have a look over and make sure it completely meets your wishes before it is finally signed off. 

Our Reviews

What our clients
are saying

Don’t just take our word for it see what our clients have to say 

Beyond a Call

Only A Phone Call Away

Any Questions ? We are here to help whenever you need please give us a call to discuss your option

We use cookies on our site by continuing to browse our site, you agree to the use of these cookies.
For more information see our Privacy Policy & Terms & Conditions. You can adjust your preferences in Cookie Settings.