Wills

Making a Will is just one part of effective estate planning, no two situations are the same and we know that no two clients are the same.

Drafting a Will is not usually an expensive process.

Making a Will is just one part of effective estate planning and offers peace of mind, a key element to us all. Knowing that your wishes will be fulfilled and that your nearest and dearest are provided for at what will be a painful time for them is of great value …and drafting a Will is not usually an expensive process.

Managing risks, maximising returns, minimising tax.

Knowing your child and/or pet will be cared for in your absence is going to be high on the list and this can be arranged. You will also hold financial wishes – leaving a legacy to support charity perhaps – and may have specific funeral preferences. The management of all your property and assets is taken into account and the objectives can be expressed quite simply: managing risks, maximising returns, minimising tax.

Of course, in reality, no two situations are the same and we know that no two clients are the same. We offer highly personalised, 'bespoke', advice.

Interested in this service?

If you would like an initial no obligation chat with a member of our team please get in contact.
We are happy to carry out meetings in person, over the telephone or by your preferred virtual platform.
01752 205202
01752 205205
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Lasting Power of Attorney

A lasting power of attorney (LPA) is a legal document that lets you appoint someone to make decisions for you.
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Finance

Lasting Power of Attorney

A lasting power of attorney (LPA) is a legal document that lets you appoint someone to make decisions for you.
Learn more
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Trusts and Estates

An initial consultation and plan is best for bespoke matters such as these, so we offer them free of charge.
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Finance

Trusts and Estates

An initial consultation and plan is best for bespoke matters such as these, so we offer them free of charge.
Learn more
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Tax Planning

There are a number of options available which can help to reduce or eliminate your tax burden.
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Finance

Tax Planning

There are a number of options available which can help to reduce or eliminate your tax burden.
Learn more
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