Estate Planning That Protects Your Family — Not Just Your Assets
Clear, professional estate planning for families who want certainty, control and peace of mind — now and in the future.
Clear, professional estate planning for families who want certainty, control and peace of mind — now and in the future.
Estate planning isn’t about paperwork.
It’s about outcomes - ensuring your wishes are carried out exactly as intended.
For many families, the difficulty isn’t deciding whether planning is important — it’s simply knowing where to begin.
For some families, a straightforward Will is entirely sufficient. For others, a more structured approach is needed to ensure assets are protected and intentions are properly carried out.

We help families structure their estate planning properly and clearly, including:
• Wills – properly structured, not generic
• Trust planning – for protection, control, and tax efficiency
• Lasting Powers of Attorney (LPAs) – providing security if capacity is lost
• Inheritance tax planning – clear explanations and practical solutions
• Letters of wishes – guidance for trustees and family members
• Planning for complex family and asset structures
Every recommendation is tailored to your circumstances.
Because effective estate planning is rarely just about documents — it’s about structuring your affairs so the right outcomes occur for the people you care about most.
We are also very happy to work alongside a client’s existing financial adviser or accountant where appropriate.
Assisted Estate Planning is led by Alex Rawlinson, a member of STEP — the global professional body for trust and estate practitioners, recognised internationally for its rigorous professional standards.
STEP members are trained to high professional standards, covering:
For clients, this means you receive advice that is:
And just as importantly - explained in plain English.
A short introductory discussion to understand your situation and explore whether planning is appropriate.