Peace of mind for you 
Our services 
We specialise in delivering bespoke solutions for both Business and Private Clients regarding Wills, 
Trusts, Lasting Powers of Attorney, Lifetime Settlements and Inheritance Tax Planning. 
 
Our services include: 
 
Professional Wills 
Inheritance Tax Planning 
Discretionary Trusts, including Children’s and Disabled Discretionary Trusts 
Property Protection Trusts and Flexible Lifetime Interest Trusts Asset Protection schemes 
Lifetime Settlements 
Lasting Powers of Attorney, both personal and corporate 
Secure Document Storage 
Funeral Planning 
Probate 
 
All of our services include home visits and are very cost-effective solutions. 
 

 OUR PROMISE TO YOU  

We always do our best to make contact with all clients within 24 hours of receiving their instructions. 
 
Initial visits will always be arranged within ten working days of establishing contact with the client, where the client’s schedule allows this. 
 
All visits will be at the convenience of the client, be that daytime, evenings or weekends, at a location convenient for them. 
 
No work will be commenced without the express consent of the client. 
 
No work will be commenced without informing the client of the maximum fee that they would pay, and on each occasion the client will be given sight of our fee structures for that work to confirm the pricing scale. 
 
When instructions to proceed are given, draft documents will be prepared within 7-10 working days if the client signs the cooling-off waiver, or 21-24 working days if not. 
 
No hourly rates or expenses will be charged in relation to the work – only the fee chargeable, as above. 
 
All work undertaken will carry £2M of Professional Indemnity in respect of each client. 
 
Each client will be contacted on a 3-yearly basis to ensure that their documentation reflects their current circumstances, or more often if requested. 
 
 
However, we pride ourselves on our personal service, so if you would like any specific assistance  
or support in any of the areas we cover, please don’t hesitate to ask. We’re here to help! 
 

CONTACT FORM 

If you would like a free, no-obligation discussion about how we could help you, please get in touch. 
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