Services
Whether you have just your home to protect or a multi-million pound property portfolio we have the expertise at our fingertips to preserve your estate for those you love the most.
Plan & Protect
Its vitally important that we get to know you before we can offer you advice. So we start with a free one to one consultation delivered either in your home or via the internet.
We need to know exactly what you have and who’s important to you before we put a bespoke plan in place for you. The initial advice is offered free of charge and you then have the opportunity to decide whether you wish to work with us to put a great Will & Trust plan in place for a reasonable fixed fee.
We have a range of competitively priced products and services. Using a combination of these products will ensure that your assets are protected.
- Long Term Care Planning
- Bloodline Planning
- Inheritance Tax Planning
- Business Asset Protection
- Tax Mitigation Strategies
- Professional Trustees
- Wills
- Full Probate Service
- Deed of Variation
- Conveyancing
- Deed of Severance
- Powers of Attorney (LPA)
- Living Wills /Advanced Directives
- Parental Responsibility
Estate Plans
Putting a proper estate plan in place does not need to be complicated but it does require planning in good time. By writing your wills in a way that passes your share of your property into a simple Will Trust, you can make sure the family home can be taken out of the equation if care is required in the future after you or your partner is widowed.* The surviving spouse can be granted the right to live and to remain in the home unhindered and the children will be able to receive the home when the time comes.