What is Estate Planning?

Estate Planning arranges for the transfer of individuals property and assets after death and could involve a Will or a Trust.

What is my Estate?

Your Estate consists of all property owned at death before it's distributed by the deceased's Will or Trust.

What is a Power of Attorney?

A Power of Attorney is a legal document enabling you to appoint someone to help make decisions on your behalf if you are ever unable to make them yourself.

Why do I need a Power of Attorney?

The worst can happen to anyone, having a Power of Attorney ensures you would be happy about the decisions being made on your behalf whether it's finance or health related.

What are the benefits of having a Will?

Having a Will means you stay in control of your assets even after you're gone. You get to decide who looks after your affairs and who receives your assets and estate.

What is the role of an Executor?

The role of an Executor of a Will is to administer your estate in accordance with your Will and to make sure your wishers are carried out.

What is a Beneficiary?

A Beneficiary is someone who receives something in a Will. They could be a spouse, relative, friend or even a charity or organisation!

What is a Trust?

A Trust is a legal arrangement where assets are held for a beneficiary on behalf of a trustee.

How do I arrange a Consultation?

Simply click Apply Today to arrange a phone call, or meeting with one of our Advisers.

Apply Today

Or call 01483 230750.

Do I have to pay for a Consultation?

No. You don't as we use this meeting to understand your needs and personal situation. We want you to feel comfortable with us before we start to manage your affairs.



Ready to find out more?

Click Apply Today to arrange a call with one of our Expert Advisers!