How we work with you...

Telephone or Video Consultation

Allow us to guide you as we explore you needs, consider all eventualities and find the planning that will work for you, your family and your budget.

We'll look at your inheritance tax position, listen to your wishes carefully and discuss any concerns you may have. 

Document Drafting

Once you've decided on the planning that works for you and we have agreed fees for the work, we will draft any  required documents for your approval. 

Only when you are happy with the Drafts, will we print and bind your Final documents ready for them to be signed.

Document Storage

Our Professional storage service is provided by a specialist partner and protects against your documents being lost, stolen or damaged.  

It also makes sure those that need them can find them easily if or when they need to.  

Estate Administration

When someone dies, the paperwork and forms can seem overwhelming. and getting the right help at the right time and at the right level can make a huge difference.  

We've all lost someone and we know that getting the right support at a difficult time, makes a difference.