Professional, Approachable & Trusted.
We take the time to understand your unique circumstances and tailor our advice to meet your specific needs. With our wealth of expertise and experience, you can have peace of mind knowing that everything is done correctly for you.
We are Registered Trust and Estate Practitioners (TEPs)
As specialists in inheritance & succession planning, we advise on and draft Wills, Trusts and Lasting Powers of Attorney. We have been recommended to you as we are trusted to do things properly.
Why it’s important you make a Will?
WILL ADVICE AND PREPERATION
A Will is the foundation of sound financial planning. The rewards from preparing a Will are many, and tremendously valuable to you and your loved ones.
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The value of a Lasting Power of Attorney.
LPA ADVICE AND PREPARATION
Lasting Powers of Attorney are essential if you lose capacity. They ensure your home continues to run and your medical treatment and care are managed on your behalf.
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The benefits of Trusts and Will Trusts.
TRUST ADVICE AND PREPARATION
Trusts enable you to safeguard wealth you’ve built, ensuring it benefits your loved ones in the way you intend. Trusts offer flexibility, wealth protection & tax efficiency.
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Independent Information on Wills, Trusts & Lasting Powers of Attorney.
These easy-to-understand guides will help you.
Choosing a professional to help with important and sensitive issues can be difficult. Many aspects of planning are non-regulated, meaning anyone can write a will, regardless of training or expertise. With a TEP, you’re in safe hands. For more information, please click the ‘Download Guides’ button below.
Providing peace of mind for you and your loved ones.
Our reputation for excellence is built on years of delivering reliable, high-quality service. With our extensive expertise and experience, we handle your estate planning with the highest level of care and professionalism so you know you are in safe hands.