What happens at a Will review?

We suggest that most people should review their Wills at least every 5 years. If there has been a change in your financial or family circumstances we recommend that you review your Will immediately. If you are an exisiting client, you may have received a call from us asking if you would like a review meeting…

Continue Reading →

What happens at one of our consultations?

estate planning

People often ask this question as they worry about what they might be committing to. Whether the meeting is held remotely or in person we tend to follow the same process. Firstly, you should allow 2 hours for the meeting. Our experienced estate planner will start by getting to know you, and looking at the…

Continue Reading →

What happens at a Will review?

We suggest that most people should review their Wills at least every 5 years. If there has been a change in your financial or family circumstances we recommend that you review your Will immediately. You may have received a call from us asking if you would like a review meeting and perhaps you are wondering what…

Continue Reading →

Why the taxman likes Death in Service benefits

Many of our clients are worth more dead than alive. We find this fact to be completely unfair. HMRC, who collect Inheritance Tax, might take a different view. Life insurance is the culprit in many cases – the one kind of insurance that you hope never to make a claim on. However, we often overlook…

Continue Reading →

How to protect your estate from greedy family members

The blog below was originally written by Patti S. Smith, Attorney for Spencer Law Firm in Lancaster, PA in the USA. What really struck me is how many similarities there are with our legal sysytems and that all of the solutions apply to clients in England and Wales. With many thanks to Patti, I hope…

Continue Reading →

About our blog

Our blog will evolve into a complete resource for Wills and estate planning information. We will publish articles on specific topics and any changes to legislation that may effect you. If you have any specific queries, please contact us and we will get an answer to you tout suite.

Continue Reading →

We write our Wills in plain English.

We specialise in writing plain English Wills and dealing with all of the other legal documents associated with this vital area. The end result is a product which will give you peace of mind delivered by a company which is committed to the highest standards of customer service. From saving your family thousands of pounds in…

Continue Reading →