Why Choose Us?
We provide you a best quality advise from the expertise of our legally qualified and experienced staff.
We provide tailored to individual circumstances solutions for private and business assets for maximum saving of IHT (Inheritance Tax), CGT (Capital Gains Tax) and Corporation Tax.
Our Estate Planning Helpline can assist you with your queries related to IHT (Inheritance Tax) implications, any settlement of assets into Trust in a Will and/or during the settlor's lifetime.
We provide free of charge 'Will & Trust Review' of our clients existing estate planning documents, offering you a short report detailing any shortfalls with the existing planning and advise how this can be improved upon.
We draft your Will in a professional manner however complex your situation and requirements. You will be assured that your Will valid.
We offer free of charge 'Will & Trust Review' of our clients existing estate planning documents.
We are covered by protection of £2 million of Professional Indemnity Insurance.
Our professional software produces risk assessment strategies to reduce possible claims being made on your estate from a disgruntled beneficiary.
Our clients' details are safely stored. We hold an ICO Certificate (ZA487849) of the Information Commissioner's Office (ICO) being compliant with General Data Protection Regulation (GDPR).
Book your initial appointment with us for no obligation consultation.
You can phone our office on 018 9525 8949, contact our consultant on 07540 135 274 or email us to arrange your initial remote appointment.
We offer communication over the phone or videoconference through Skype, Hangout, WhatsApp etc. We can arrange out of hours flexible appointments at a time that suits you, day or evening, or weekends. At that stage your will explain your situation and we will listen to your wishes and discuss your options. Depending on your circumstances we might discuss further estate planning services such as trusts, lasting powers of attorney, probate and funeral plans. We will be able to chat through your options and provide a clear price before we proceed.
Meeting at our office
Visits in person at your home.