Protect what you’ve built. Pass it on with confidence.
Why People Come to Us
Clients come to us for clear, effective estate planning that protects their families and assets.
Common priorities include:
- protecting your children’s inheritance
- concerns about future partners or in-laws
- blended-family considerations
- safeguarding vulnerable beneficiaries
- reducing inheritance tax or future care-fee exposure
- keeping assets within your bloodline
- avoiding disputes among family members
- protecting your home
- ensuring your spouse/partner is secure
We explain your options clearly and design a structure that delivers the outcomes you want.
The Main Solutions and Options
Single Persons
Cohabiting Partners
Legal Partnership
- Protecting Assets That Pass via the Will
- Protecting Pension Death Benefits and DIS
- Protecting Lifetime Gifts
- Loan Assignment and Agreement
- Lasting Powers of Attorney (LPA)
- Secure Document Storage
Legal Partnership
Cohabiting Partners
Legal Partnership
- Protecting Assets That Pass via the Will
- Nil Rate Band Will Trust advice
- Life Interest Planning
- Residence Nil Rate Band advice
- Deed of Severance
- Protecting Pension Death Benefits and DIS
- Protecting Lifetime Gifts
- Loan Assignment and Agreement
- Lasting Powers of Attorney (LPA)
- Secure Document Storage
Cohabiting Partners
Cohabiting Partners
Cohabiting Partners
- Protecting Assets That Pass via the Will
- Protecting Pension Death Benefits and DIS
- Protecting Lifetime Gifts
- Loan Assignment and Agreement
- Lasting Powers of Attorney (LPA)
- Secure Document Storage
Additional Services
Post Death Trust Services
Cohabiting Partners
- Protecting Life Insurance Benefits
- Lifetime Gifting of Investment Bonds
- Simple Standalone Wills
- Trust Registration Services
Post Death Trust Services
Post Death Trust Services
Post Death Trust Services
- Deed of Variation Solutions
- Nil Rate Band Trust Fulfilment Services
- Life Interest Trust Fulfilment Services
- Residence Nil Rate Band Fulfilment Services
- Beneficiary Protection Trust Fulfilment Services
- Financial Trust Fulfilment Services
- Trust Closure
- Absolute Appointment of Capital to Beneficiaries
- Probate
Business Planning
Post Death Trust Services
Post Death Trust Services
Business Planning for one or both partners with qualifying business or agricultural assets
Introducing Alex Rawlinson
Specialist in Wills, Trusts & Estate Planning
Alex is a member of STEP — the global professional body for specialists in trusts and estate planning — and currently holds the following STEP qualifications:
- STEP Certificate for Financial Services – Trusts & Estate Planning
- STEP Certificate in Trusts and Estates (England & Wales)
STEP brings together leading lawyers, accountants, financial advisers and estate-planning practitioners worldwide. As the benchmark for professional excellence, STEP sets rigorous standards, provides advanced training, and promotes best practice across the industry.
Alex also holds the PFS Diploma in Regulated Financial Planning, further strengthening his technical understanding of personal finance, taxation and long-term planning.
With this combination of specialist qualifications and practical experience, Alex delivers clear, structured guidance that helps families protect their assets and plan confidently for the future.
