Our Services

Our testimonials show we are consistently meeting & exceeding our customers' expectations by listening to our customers and being able to deliver bespoke, tailor made solutions offering specific advice that is both clear and delivered in plain English. In addition to offering quality advice we offer a friendly relaxed approach with a reliable service to all our clients. We welcome the opportunity to provide you with a FREE no obligation consultation. Please use the contact form to get started.

What is a Will?

A Will is a legal document declaring a person's wishes regarding the distribution of their estate when they die and who will care for any children you may leave. Your estate consists of your property and possessions at the time of your death (less any outstanding debts and liabilities). However, certain assets (for example, jointly held property, life assurance and pension benefits) may not form part of one's estate for the purposes of distribution through one's Will. Therefore, it is important to consider which assets pass through the Will and which do not, as they could have an impact on the intended distribution to the various beneficiaries of your estate. 
Any person, of any age over 18 should seriously consider producing a Will, as without one it can take many months if not years before the courts decide who will inherit your assets. It does not matter how little you think you are worth, it is important that you make a Will. Dying without a Will can result in your relatives and friends facing severe difficulties, both financially and emotionally, at a difficult time. Our trained consultants will guide you through writing your Will and ensure that your final wishes are executed accurately and sympathetically.

How can Trusts help with estate planning?

Wills and Trust protection specialize in this area of estate planning and the setting up of a trust is often the most suitable manner to govern the succession of assets or to reduce tax liabilities or third party claims against assets. As an example, you may wish to gift a home to your child or children but fear that it may be lost by the financial imprudence of the child, or via factors beyond your control. Trusts can be used to ensure that assets remain in the bloodline and are protected against the claims of third parties including home care fees.
Trusts can be created during lifetime as part of a "lifetime" planning strategy, or on death through what are known as Will Trusts. In either case, our consultants can explain to you exactly what type of trust is most suitable for your particular needs and what are the benefits of using such trusts. Our solicitor is on hand to advise with more complex estate planning.

Lasting Power of Attorneys

A Lasting Power of Attorney is a legal document. It allows you to appoint someone that you trust as an 'attorney' to make decisions on your behalf. Attorneys can make decisions for you when you no longer wish to or when you lack the mental capacity to do so. We can prepare these important documents for you and guide you through the registration process.

Keeping a Will up to date is easy with our FREE amendment or replacement service

Once you have completed a will and planned your estate it is essential that you keep your arrangements up to date. Your circumstances and outlook may change and you should regularly review your will to ensure that your current wishes are respected and remain happy with your choice of executors and trustees. 
With our storage facility we will provide one FREE re-write of your Will if required. If your Will is lost, damaged or stolen we can provide a replacement.
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