Why Estate Planning Matters More Than Most People Think

A Will is the most straightforward way to make sure your wishes are carried out and your family is protected. Without one, the law decides what happens to your estate, and that decision may bear no resemblance to what you would have wanted.
Estate planning goes further than a Will alone. Trusts and inheritance tax planning can make a significant difference to what you're able to leave behind and who you're able to protect.
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What's Included

Wills

We explain everything clearly, draft your Will and send it back for your approval before anything is finalised. Steve Parsons is a Member of the Society of Will Writers, and all services carry full Professional Indemnity Insurance.

Trusts

Trusts can protect vulnerable family members, safeguard your children's inheritance, and potentially shield your family home from care costs. We advise on the right type of Trust for your situation and explain exactly how it works.

Inheritance Tax Planning

We help you understand your current inheritance tax position and the options available to reduce a potential liability, so more of what you've built passes to the people you intend it to.

How It Works

For a small fee

A no-obligation conversation to understand your situation and what you need

Explained in full

Your options explained in full before anything is agreed

Drafting and approval

your documents are drafted and sent back to you for review before being finalised

Peace of mind

full Professional Indemnity Insurance on all services

Don't Leave It Until It's Urgent

The best time to put a Will in place is before you need one. The process is straightforward, the cost is sensible, and the peace of mind is immediate.