Protecting your Legacy

We all know the importance of making a Will yet only about a third of us get around to making even basic provisions for our loved ones.

By writing a Will and making sure you review it when your circumstances change, you are safeguarding your loved ones from unnecessary future emotional stress and financial worries in the event of your premature death.

It's a common mis-conception that assets automatically pass to a spouse or registered civil partner on death, but if you don't have a Will in place your estate will be distributed under the UK rules of intestacy, which means the law decides who inherits your estate and in what proportions.


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Our Services

Helping you to plan ahead


Writing a Will

Making a Will is essential if you want to be sure of leaving your property and possessions to your loved ones.


Setting up Trusts

Trusts have been instrumental in mitigating tax since Medieval times. Trusts were initially created for the Nobility and wealthy landowners to avoid paying taxes to the Crown.


Power of Attorney

A power of attorney lets you give people you trust the authority to make decisions on your behalf should you lose mental capacity.


Professional Trustee

The role of a Trustee can be extremely daunting. Using our Professional Trustees ensures that assets would be distributed correctly protecting them against certain life events.


Professional Executor Services

Naming a professional organisation as an Executor in your Will instead of a family member or friend can provide considerable peace of mind because it relieves them of a serious responsibility and provides support at a difficult time.


Document Storage

Following the completion of your Will, we recommend that you store it in a safe, fire proof place. But you need to ensure that when you die it can be found. If your will cannot be found then your estate may be distributed as if you were intestate.


Inheritance Tax Planning

Planning ahead for when you die allows you to set out clearly who should get what from your estate. Also, you can maximise Inheritance Tax reliefs and exemptions if your estate might be worth more than the Inheritance Tax threshold.