Estate planning was never meant to be one thing done by one person.
It's a Will. A Power of Attorney. A Trust. Sometimes a pension, an investment, or cover written to fund a tax bill nobody saw coming. You don't need to know which is which. You just need one place that does.
Some parts of your plan, we draft ourselves. Some parts need a regulated adviser, and we hand you to one directly. Either way, we oversee the whole thing, so nothing falls between the two.
Everything estate planning involves, split honestly
No guessing which bit is which. Every item below sits in exactly one lane, and we tell you which before you ever ask.
The legal foundation
- Wills
- Lasting Power of Attorney
- General Power of Attorney
- Property Trusts
- Living Trusts
The financial strategy
- Inheritance Tax Planning strategy
- Gifting strategy
- Discounted Gift Trusts
- Whole of Life Cover
- Business Relief Investments
- Term Assurance for Business Owners
You don't manage two relationships. You have one conversation with us, and we coordinate whichever lane, or both, your estate actually needs.
We tell you the truth about who does what.
Anyone can promise to "handle everything." Very few will tell you, upfront, which parts of your plan are legal drafting and which parts are regulated financial advice, because the honest answer is less tidy than a single sales pitch.
We'd rather you know exactly where you stand. The legal foundation is ours to build. The financial strategy belongs with a regulated adviser, because that's what the law requires, and what your money deserves. You get both, coordinated, without ever wondering who's actually responsible for what.
Find out which lanes your estate actually needs.
A Legacy Priority Assessment is the first step. Free, confidential, and it tells you exactly what's required, and who should be doing it.
Book Your Legacy Priority Assessment