How We Can Help You

Why not take a read of our brochure
and see why our services may be right for you.

Our Services

We offer a comprehensive range of estate planning services tailored to meet the unique needs of our clients in the UK. Whether you are looking to create or update your will, establish trusts, plan for inheritance tax, or seek guidance on lasting power of attorney, our team of experienced professionals is here to assist you every step of the way.

With a deep understanding of UK laws and regulations, we ensure that your estate planning journey is seamless and effective, providing you and your loved ones with peace of mind for the future.

Inheritance Tax
Planning

Careful Inheritance Tax Planning is all about passing as much of your estate as possible to your loved ones. You can leave up to £325,000 to your beneficiaries tax-free – this is known as the IHT nil-rate band. Everything above that threshold will be taxed at the rate of 40%.

There are various ways you can reduce the size of your taxable estate during your lifetime.

Wills & Trust
Wills

Creating a will is one of the simplest and most important steps you can take to protect your family’s future. It is an essential part of any estate plan and the primary document for transferring your assets upon your death.

Making a will is the only way to make sure your money, property and possessions go to the people you intend to inherit.

Lasting Power
of Attorney

Deciding to make an LPA can be difficult but it can be seen as a relief and reassurance that your affairs will be handled by someone you trust.

There are two types of LPA’s. One for your property and financial affairs and the other for your health and welfare decisions.

We recommend having both!

Process of
Probate

Although you can apply for probate yourself online or via post, the probate process itself can be time consuming and complicated, especially during a time of grief.

On average the whole process can take from 6 to 12 months, but in very complex cases it can take years.

We can handle the probate process for you.

We advise that you speak to a professional before making a will, to make sure your

circumstances are understood, and your wishes are made clear.

Why not contact us to arrange a free no obligation home visit from one of our experts for an

opportunity to discuss your wishes and family circumstances.