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1Simple wills simply written
Even for those with straight forward needs get value from having a will in place. We are keen to make sure your documents are written with you in mind to avoid unnecessary jargon and complication2Trusts for then and now
By coupling with our financial planning service we are able to recommend and set up a range of trusts depending on your circumstances to achieve your objectives. This can entail trusts written into your will or set up immediately.3Guidance and support for your loved ones
As important as the writing of the will is the aftercare we provide to our customers including tailored guides and information prepared for your trustees and executors to ensure they are comfortable with their obligationsPeace of mind for life
It is estimated around 60% of adults in England and Wales do not have valid Wills in place. This vital document is vital to ensuring your estate is dealt with in accordance with your wishes.
Our fixed fee will and estate planning service reviews your affairs and tailors a plan to ensure it is structured as efficiently as possible and achieves all your desires.
We use both our accountancy and financial service experience to bring together a wealth of expertise to your situation. From the first conversation we are able to provide guidance and advice to how your affairs fall currently and what we could do to better align that with your desired reality.
Whether your circumstances are straight forward, or contain multiple complex asset classes we can assist with our expert will writing service.
Registered in England and Wales number 11234869
Licenced by The Certified Public Accountants Association under membership number 07341019A
& International Association of Bookkeepers No. 2075.Our Services
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