What we do
Estate planning, handled end-to-end
Estate planning is rarely about a single document. Your will, your Lasting Powers of Attorney, any trusts, your inheritance-tax position and the administration of your estate are all parts of one picture, and they work best when they are planned together. We prepare your will and Lasting Powers of Attorney in-house, and for the legal and probate side we work with STEP-qualified practitioners, so the whole estate is shaped around your circumstances as one joined-up plan.
Estate planning
Your will, your powers of attorney and a plan for inheritance tax, brought together into one considered approach, arranged with you over video at a fixed fee agreed up front.
Learn more →Wills
A clear, properly drafted will that sets out your wishes and protects the people you love. Prepared by our own estate-planning specialists, in plain English, for a fixed fee agreed up front.
Learn more →Lasting Powers of Attorney
Lasting Powers of Attorney let someone you trust step in if you ever cannot manage things yourself, covering both your property and financial affairs and your health and welfare. We can prepare both types for you.
Learn more →Trusts
Held in trust, assets can stay in your family and pass to the people you choose, including children or vulnerable relatives who may need protecting. Depending on your circumstances, a trust can help you keep a measure of control over what happens, and when.
Learn more →Inheritance tax planning
Understand what your estate might owe, and the steps that could reduce it. Planning early can help you pass on more of what you have built, including preparing for the April 2027 change that may bring pensions within the scope of inheritance tax.
Learn more →Probate & estate administration
Estate administration and probate is a heavy task to face after losing someone. We guide you through it with care, working with STEP-qualified practitioners on the legal side, so the estate is handled properly and you are not left to manage it alone.
Learn more →How it works
Three simple steps, all from home
Tell us your situation
A few private questions, about 60 seconds. No jargon, no commitment.
We review your situation
Your answers go to our own estate planning team. We never share them with anyone else.
A free, no-obligation call
Fixed fees agreed up front. No commission, no hard sell. You decide what happens next.
Everything in one place, on fixed fees
Most people do not need every service on this page. A will and a pair of lasting powers of attorney are the foundation for almost everyone; trusts and inheritance-tax planning matter for some families and not others. We start by understanding your situation, then tell you which of these are actually worth doing and which are not.
Because we handle wills, LPAs, trusts, inheritance-tax planning and probate in-house, the pieces fit together: your will, your attorneys and any trust are drafted to work as one plan rather than as separate documents from separate providers. Everything is done remotely, so there is no travelling to an office and no waiting weeks for an appointment.
Fees are fixed and agreed before any work begins, and we are paid by you rather than by commission, so nothing we suggest is steered by anyone else’s product. The first review is free and carries no obligation. If the right answer is a simple will rather than something more elaborate, we will tell you.
Estate planning (wills, lasting powers of attorney and trusts) is not regulated by the FCA. The information here is general and is not personal legal or financial advice.
Free · no obligation