Inheritance Made Simple

Expert estate planner for Bournemouth, Poole, Christchurch and across all of Dorset.

 

We specialise in turning your complex estate and inheritance planning requirements into a simple, effective and actionable plan. We then help you implement your plan with confidence.

 

Whether you require a Will, Lasting Power of Attorney, a Trust, Inheritance Tax Planning, Equity Release, or are simply looking to have an initial exploratory conversation, we're here to help.

Estate planning experts for Bournemouth, Poole, Christchurch and across all of Dorset.

 

We specialise in turning your complex estate and inheritance planning requirements into a simple, effective and actionable plan. We then help you implement your plan with confidence.

 

Whether you require a Will, Lasting Power of Attorney, a Trust, Inheritance Tax Planning, or are simply looking to have an initial exploratory conversation, we're here to help.

Your 1 Hour  Is Free & Simple

YOU CHOOSE:

  • - A date and time that suits you
  • - Whether you’d like it to be a phone or online meeting
  • - If you’d like to have others present in the meeting
  • - The questions you’d like answered
  •  

 During our meeting together, I listen carefully, answer any questions you have, and then you choose if you would like us to draw-up your Inheritance Plan.

Simply click the big 1 Hour orange button and let’s get your Inheritance Made Simple journey on the road. We’re really looking forward to talking to you.