We help client make there Wills and estate planning, to go with there wishes.
5 customer reviews
Norman Laycock
Solar Panel Installation
Although more expensive than other quotes, the representative did at least come and see us. Others simply sent a wad of leaflets containing information which a layman would struggle to decipher. His explanations were clear and his 'sales patter' was on target. He also gave us an idea of how the contractors would complete the job. Others simply used blurred Google images and expected business to be put their way. There's a message there. More...
Andrew Renel
Wills and Estate Planning
Great personal service and a pleasure to work with.
HEATHER MURRAY
Wills and Estate Planning
very down to earth. Feel the advice he gave me was excellent there where things about safeguarding my property for my children which I didn't know about. overall very pleased with our meeting More...
David
Wills and Estate Planning
Very professional and helpful service.
Derek
Wills and Estate Planning
Efficient, friendly and super service.
What do you love most about your job?
Seeing new clients and helping with there needs , seeing all parts of the county
What inspired you to start your own business?
I always see clients face to face
I will not do business over tge phone
Why should our clients choose you?
always see clients face to face
I will not do business over tge phone
Can you provide your services online or remotely? If so, please add details.
I always see clients face to face
I will not do business over tge phone
What changes have you made to keep your customers safe from Covid-19?
always see clients face to face
I will not do business over tge phone
Trusts
Family Asset Protection Trust (FAPT) – This is the Trust Deed and all the supporting documents
HM Land Registry – This is the process of registering the Trust within the properties Title Deeds
Trust Registration Service – The process of registering the Trust Deed with HMRC
Will – Drafting of Will containing a Life Interest to support the FAPT
Lasting Powers of Attorney (LPA) – LPA Health & Welfare
