01328 702308
Contact UsA PERSONAL APPROACH TO WILL WRITING & ESTATE PLANNING
About Us
Over the years, I have been working in the tax industry since 1988 and have successfully taken exams to qualify me as a chartered accountant, chartered tax adviser and a trust and estate practitioner.
As a result, I can offer a high level of expertise in relation to the sensitive matter of planning for your death. This will cover both ensuring your desired wishes of what is inherited by whom are met; together with practical advice on how this can be best achieved to hopefully minimise any Inheritance Tax arising – subject to any contrary opinion by the tax authorities.
I am focused on ensuring that your ultimate wishes are met at a time when you are no longer able to do so – which is why I do not only offer Will Writing Services, but an all-encompassing Estate Planning Service; brought about by my many years of dealing with all manner of different taxes.
I feel this expertise and experience allows me to offer a far better service than that provided by a Solicitor or a Will Writer, as they just focus on the Will and not any of the tax consequences.
Providing Professional advice on the following:
- Estate Planning & Asset Protection
- Wills
- Lasting Powers of Attorney
- Funeral Plans
- Living Wills
All of which are personally drawn up by myself based on our discussions and your decisions.
If you already have a Will, I offer a free review service to ensure that it still adequately reflects your current intentions.
Indeed, any Will should be regularly reviewed to ensure it reflects any changes that have occurred since it was drafted; such as changes:
- To your personal circumstances
- To the Inheritance Tax regulations
- To those appointed in your Will
- To the assets referred to in your Will
Once reviewed, it should then be updated, if applicable.