For Independent Financial Advisers and Accountants in Essex and Suffolk

The benefits of working with us

As specialists in inheritance and succession planning, we can give your clients access to an efficient Will, trust and Lasting Powers of Attorney advice and preparation service.  We advise families on how best to structure their finances tax efficiently to preserve their assets for future generations.

We also advise trustees on their role and responsibilities, including tax and administration compliance.

Many aspects of planning are non-regulated, meaning anyone can write a will, for example, regardless of training or experience.  With a TEP, you’re in safe hands.  Click here for more information. (

Introducing your clients to a TEP will build on-going client relationships, encourage client loyalty, and above all, help your clients make informed decisions about their Wills, Trusts and Lasting Powers of Attorney.

Add value to your service proposition

Wills and Lasting Powers of Attorney are a critical, but often neglected, part of sound financial planning. Not having these documents in place when they are needed often leads to unsatisfactory and upsetting outcomes for family members left dealing with the consequences. Investment decisions and tax planning will cease if your client loses capacity and there is no Lasting Power of Attorney in place. This will affect funds under management, income drawdown options and ongoing tax planning. Having the right documents in place gives you and your clients peace of mind that their financial objectives can continue to be met exactly as planned.

The rewards in preparing a Will are many and tremendously valuable; for the client, for their family and for their professional advisers.

You can have confidence that your clients are getting the right support

We understand the importance of your existing client relationships and we work with referred clients in a way that respects your client relationship. We understand that the high standard of service a client receives from us will reflect well on you. By delivering excellent results to your clients, we will encourage you to continue recommending our services.  Feedback we have received from our professional connections includes:

“Many thanks again for your work.  It is really good stuff” IFA – Cambridge

“Thanks once again for helping us with all this.  I appreciate all the hard work you have put into it” GH – Buckingham

“I also met with [client name removed] on Monday night, who said they are extremely pleased with you. I even received a nice bottle of red for introducing you to them!” IFA – Suffolk

“Cheers and thanks again.  I very much like what you do”.  Accountant – Bury St Edmunds

So how does it work?

To find out more about the benefits of working together, please contact us below.

We can provide you with a service information pack and due diligence pack on request.

We look forward to hearing from you.

Contact me to request a service information and due-diligence pack, or to arrange a meeting

tel: 01206 618307 social media: Linkedin
50 School Road, Copford, Colchester, Essex, CO6 1BU