Why plan?

The main reason to plan will be different from person to person. But the process can be made enjoyable - and the benefits are worth it.

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Stability

Taking comfort in knowing your affairs are in order, and that there is a plan.

Safeguard

Protect against children losing inheritance due to divorce or bankruptcy.

Simple

If you've been an executor on someone else's Will, you may know how complex probate can be. We provide a professional, coordinated handover.

Safe

Each year billions of pounds are lost in unclaimed inheritance. We have systems in place to account for all your assets.

Secure

Some Wills can be contested for years, leaving the assets untouchable. We have a team of specialists who will work with you to ensure your wishes are carried out.

Speed

We can help speed up the time and cost associated with probate. We also take away unnecessary red tape.


How can asset protection help?

Mitigate Inheritance Tax

Prevent unnecessary double taxation.

Protect Inheritance

Protect money if your children/grandchildren get divorced.

Later Life Care

Protect the family home against care home fees.


We try to make the process of planning enjoyable

Keep it simple, keep it human!

We recognise this may sound complex, but our system is designed to keep everything as simple as possible.

Help you understand

We take care to explain each part of the process so you can make the right decisions. Our planners are on hand!

True peace of mind

Our process sets up all the correct documents, and provides a valuable service when it comes time to execute your will.

Don't become a horror story.

We don’t want to distress anyone. But there is a general assumption about how the law works, which is not always correct. Many people think they will do it one day, but one day doesn’t quite arrive.

Tragically there are many scams and abject failures by those who should know better, which cause extreme misery to family members and next-of-kin.

We give some insight into these below, if only to explain what you can generally avoid by proper planning.

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