Wills and estate planning
Planning to protect your family and pass on wealth in the way you intend.
How we help
Planning ahead gives your family certainty and can reduce the inheritance tax they face. We talk through your wishes in plain English and help put a clear plan in place, including what happens to the business.
- Will planning and reviews
- Inheritance tax planning
- Lasting powers of attorney
- Lifetime gifting and trusts
- Succession planning for business owners
[Will-writing provider or partner firm and any regulatory note]
Who it is for
Individuals, families and business owners who want certainty about the future.
How it works
- An initial conversation. We learn about you, your plans and what you need from us.
- A clear proposal. We set out the scope of work in writing and agree it with you before anything starts.
- Ongoing support. A named contact, agreed deadlines and regular check-ins.
Common questions
Can you take over from my current accountant?
Yes. We contact your current adviser for the information we need and handle the handover for you.
Do we need to meet in person?
Not unless you want to. Many clients work with us by video call and secure document sharing.
How do you charge?
We agree the scope with you in writing before any work starts, so there are no surprises.
Tell us where the business is and where you want it to be
An initial conversation is the easiest place to start. We will listen, ask a few questions and tell you plainly whether and how we can help.
