Wills, LPA, Inheritance Tax, Trusts and Probate --- across Wokingham, Ascot, Windsor and the Home Counties.
WILLS & LATER LIFE
Hello and welcome!
Hopefully you'll find these pages both illuminating and informative.
There is more to this than meets the eye, so ask yourself this question:-"What’s important to me?"
The chances are that you have not ‘really’ thought about it and just assumed. But, all families are different, and therefore we will help you to make an informed decision. You will realise the correct plan and formula, which matches your wishes and pocket, with a real return on investment.
Thank you for taking the time to visit our pages. And, enjoy.
P.S. And of-course, our service is completely confidential. Even your enquiry.
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.
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.
Families come in all shapes and sizes. So 'your Will' needs to be tailored to your every contour. Like a good suit.
Preserved family wealth takes planning know-how. Optimise yours effectively and efficiently.
Administering an estate is as varied as the Will. It depends upon the complexity that is in it.
Is this you?
A picture is worth 1,000 words. Avoid the mistakes of others. Paint your legacy to be a masterpiece.
How we work
Our focus, is your focus. Because every family is different; 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 be influenced by third-party rhetoric. Just ask, and we will advise.
What plans do you have for your family business?
Is the succession of your family business important you? Our remit is to help you to map out the optimum pathway that ensures continued success for your business, and security for your family.
There are no daft questions in these matters, so do not hesitate to ask.