Family Succession -- Family Business Succession

Wills & Probate - Later Life Matters

Private client services including Wills, Probate, Tax and Trusts serving Wokingham, Ascot, Windsor and much of the Home Counties.

"IF ONLY..."

WILLS & SUCCESSION SOLUTIONS

Do you play chess?  It reflects life, with an opening a middle and end game.

How does one prepare for the ‘end-game’ of a life, which could be anytime?

Our remit is to help you make an informed decision about it.

There are lots of factors to consider, including:

    • Our case-studies and service modules will help you glean some basic tenets about family succession and how it might affect you.  The case studies reflect common assumptions.  Use them to match your own ideas then call and ask.
    • Succession planning is a journey.  It needs the correct route map and directions to be truly successful.  And, there are lots of options.
    • Miss "IF ONLY..."  has 20 - 20 hindsight.  Learn from her experience to save your family vast expense and stress with the right end-game plan.

Thanks for popping in.  Verify our accreditations and contact at the bottom of this page.

What clients are saying about us

We were carefully led through this complex process with care and understanding. The service was great with our adviser adjusting the process to satisfactorily match our needs.

My adviser was very knowledgeable, very professional and very personable. I received excellent service.

Eddie explained everything thoroughly and clearly.

I am glad I used this firm as I found the information and advice I was given very thorough considering I gave little notice and wanted the Will completed quickly.

Great service.

I was pleased everything was carried out at my home.

Exemplary – very informative. Delivered in a professional and understandable way.

My will writer was very patient and explained everything very clearly so we could understand the procedure of writing our wills . I would recommend him to friends.

My consultant was very professional, a very pleasant gentleman who made us feel safe.

Eddie is very knowledgeable, very professional and very personable. I received excellent service. B Jacobs.

Very satisfied.

Wills

Families come in all shapes and sizes, so ‘the Will’ needs to match.  Ensure that you ‘tailor’ your wishes to your every family contour to be right.

Estate Planning

Preserved family wealth rarely happens by chance. It takes planning and real ‘know-how’ with up to date ideas. Realise yours.

Probate

Is your task Simple or the Complex?   Don't know?   Call, and ask us how we can help. Click into 'Here' below, to find an outline of the executor's job.

Is this you?

A picture, it is said, is worth 1,000 words. Our patent systems reveal the real you so that your family’s legacy avoids the traps & pitfalls.

Why choose us?

Our focus, is your focus.  Because every family is unique; our remit is to help you realise your true wish and aspirations from the holistic perspective.  So, do not be inhibited in your wish; or by third-party rhetoric.  Just ask what you want.  Or don't want.  And we will advise.

 

Do you run a family business?

A family business cannot survive on a regular Will.  Our Business Succession Plans ensure that your business will not die with you.  Or end up in a place that you did not mean it to.  We will help you to map out the optimum path that ensures continued success for your business, and/or security for your family.

For exceptional legal and financial expertise in a friendly and thorough service, look no further.   Edmunds and Eve has been helping people like you to bring their true wishes to the family for over 22 years.

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