Our Services Safeguard everything you hold dear.
"Great advice covering all aspects of what you need to know in those difficult situations in life."
Adam Cook, a client from February 2024
Will Writing
Take control of what happens when you're gone
Your will is arguably the most important document you will ever write. But there's a lot to consider and it can feel daunting even making a start. No wonder many people put it off for another day.
Our friendly and supportive will writers put you at ease and make everything easy to understand. We take the stress out of the process and help you write a tax-efficient will that accurately reflects your wishes.
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Trust Planning
Ensure the right things go to the right people at the right time
A trust is an estate planning tool. It's a way of protecting your assets and preserving your family's inheritance. We create tailor-made trusts to help you:
- Minimise inheritance tax
- Keep your family home in the family
- Prevent assets from being used to fund long-term care
- Ring-fence your children's or grandchildren's inheritance
- Ensure young children don't inherit before they become adults
- Provide for vulnerable loved ones without affecting their benefits
Lasting Power of Attorney
Appoint someone you trust to be your voice
What would you like to happen if an accident or illness meant you could no longer look after your own best interests?
That's what a Lasting Power of Attorney is for. It grants someone you trust the right to make decisions about your finances or healthcare. We're here to help guide you through the process. So you can have complete peace of mind about your future.
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Digital Estate Planning
Organise every aspect of your life in a secure inheritance vault
Physical filing systems are an endangered species. From bank accounts, insurance and investments to pensions, photos and subscriptions, we're pretty much a paperless society. But online convenience comes at a cost to executors when we die. With our secure platform, however, you can:
- Store your will and any other file or document
- Protect your passwords and precious personal memories
- Make key information easy to access on your death
Client Care Package
Keep your wishes safe, secure and up to date
For an annual subscription that's less than you'd pay for a streaming service, you can enjoy true peace of mind:
- Safeguard your important legal documents with our physical storage service
- Use our Digital Estate Planning to create a secure inheritance vault
- Take advantage of regular reviews to keep your will up to date
- Combat challenges to your will or Lasting Power of Attorney with a digital mental capacity assessment certificate
Other Services
Employee Benefits
Show your people that you care about their futures
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Inheritance Tax Planning
Keep your family's inheritance in their hands, not the taxman's
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Probate Support
Guidance and advice to take a weight off your mind
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Funeral Plans
Help your family by arranging everything in advance
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Financial Planning
Get your finances in shape and keep them in good health
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"Sid and his team have supported a lot of our clients with wills and power of attorney services. His support has been exceptional. I would 100% recommend anyone looking for such services to have a chat with his team."
Mr M. Samir
Take the first step to securing your family's future
Contact us today to book your free hour of advice and find out how we can help you.
We'll listen to your wishes, explore your circumstances, and give you our recommendations. There are no obligations. We'll let you know our fixed fees for carrying out the work we recommend. But you are free to accept or decline.
Book Your Free Consultation
