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Our Services

Wills & succession planning

We can prepare Wills for your clients and advise on inheritance tax planning. We can prepare:

We can provide you with our standard Will Questionnaire to send to your clients, setting out the type of information we will need.

We can 'white-label' wills so they bear your company or firm's name. As with all our services, we can advise you or your clients direct. It's your choice.

For a no-obligation discussion, call us on + 44(0)345 833 9025

We've listed the areas we can advise on in detail but we don't want to waste your valuable time. If you're not sure whether we can help, just email us or call on + 44(0)345 833 9025. We're happy to have a look at your issues and confirm if we can help.

If we feel we can assist you, we'll discuss our fee so you know in advance what we'll do for you and how we'll charge for our services. Your clients will be happy knowing you've obtained specialist advice (or you can choose not to tell them about us if you want). We hope you'll be happy you've had access to our experts, in a way that lets you factor our fees into the charges you pass on to your clients.