Estate Planning & Financial Advice
“Estate Planning to Serve and to Solve”
We focus on you, the individual, by listening and establishing what it is you would like to achieve and then providing you with the right solution.
With recent lockdowns and restrictions across the UK, we are happy to have consultations over the phone, or through video – at a time to suit you, from the comfort of your own home. We are happy to offer advice over the phone.
Contact us today to setup an appointment, or request a call back.
We offer a free, no obligation consultation at a time to suit you, to discuss your needs.
You can always email us directly at firstname.lastname@example.org with any questions you have about our services.
Richard Greasley – We were recommended by a friend to use Nigel and the service has been fantastic. We had a virtual meeting to discuss our requirements and then within a few days the Wills were typed up by Nigel for me and my Wife to review. Would highly recommend and use for other needs in the future.
Martin Y – Excellent service. Nigel provides all the information required in a professional and patient way. Would highly recommend him.
Catherine Hicks – I contacted Nigel during the pandemic so all our discussions had to be held over the telephone. He was very professional, friendly and nothing was too much trouble. Any questions I needed to ask were answered quickly. I could recommend him for his services to anyone who may be interested.
We provide legal services for clients across the UK. We are happy to come to you for a meeting, or have a phone or video consultation.
Everyone should have something in place, even if it is straight forward. With a Will you can select family or friends to leave your possessions to, and even set out your funeral arrangements.
We provide advice on what Will is best suited for you and we take care of the full process and paperwork.
Learn more about Will Writing.
Lasting Power of Attorney
If someone looses the capacity to make their own decisions, a Lasting Power of Attorney can appoint an individual to take care of finances or a that person’s health and welfare.
We can guide you through the process from start to finish and prepare all documents needed.
Learn more about Lasting Power of Attorney.
Probate, or Grant of Probate is the legal process when someone with a Will passes away. This process ensures that any money or inheritance goes to that stipulated in the Will.
We can advise you on how to apply for Probate, or complete the applications for you.
Learn more about Probate.
A Trust is a great way to protect money, investments, land or buildings that you wish to pass on to you family.
Property Protection Trusts
A Property Protection Trust protects your home or property and can pass your share of the property onto your children. The property in question must be owned by tenants in common.
We can advise you how to become tenants in common and complete this Trust for you.
Learn more about Property Protection Trusts.
A Discretionary Trust is setup to protect assets held for beneficiaries. For example, this Trust can be used so that inheritance is only passed on when the beneficiary turns 18.
We can setup a Discretionary Trust and guide you through the process.
Learn more about Discretionary Trusts.
A Disabled Trust is needed when the beneficiary (in a Will) is given a government benefit. Leaving someone a cash gift could affect how much benefit the government gives them.
We can advise if you need this type of Trust and complete all required documents.
Learn more about Disabled Trusts.
We have partners with many years’ experience to help with financial planning and advice across investments, pensions, life cover and inheritance tax planning.
Contact us today to discuss what you need.
Long Term Care Planning
It can be a difficult subject, but some people will need long term care in later life, this can also be very expensive. We can help you plan and protect your savings if you or a loved one needs long term care.
Give us a call to discuss your needs.
Learn more about our Long Term Care Planning.
A pre-paid Funeral plan is an easy way to provide your family with complete peace of mind. With our plans, you can pay in advance or spread the cost.
This protects funds for your funeral and ensures that everything is taken care of.
Learn more about our Pre-Payment Funerals.
Business Asset Protection
If you would like your business or assets to be passed onto your family. You can ensure that assets and control of the business remain with people you choose.
We can setup a Trust to protect your business assets.
Learn more about Business Asset Protection.
If you have money or assets you want to pass onto loved ones, the value of your entire estate is taken into account to evaluate the level of inheritance tax on those assets.
We can advise you on how to minimise the rate of inheritance tax and look at exactly how much you might have to pay.
Learn more about Inheritance Tax.
Call us on 0800 689 0923 or visit our contact page.
Why Choose Us?
We have over ten years’ experience in this important area and you will find that we work to a strict code of conduct with both compliance and a client’s charter in place.
A duty of care to our clients is our number one priority, which means that we are only satisfied when our clients are more than satisfied with the work that we have produced for them.
We find that clients often thank us for explaining important points and procedures that they were not only unaware of, but others failed to point out to them.
We are qualified to give you the best advice and service, we also offer a free no-obligation discussion – at at time and place to suit you. We have ELITE PROstatus on Bark and have been recognised for our good services.