Got any questions?

 We understand the desire to plan for every possible outcome — even remote ones. While it's wise to include backup beneficiaries (such as grandchildren or nieces/nephews), we’ll guide you to avoid overcomplicating things with highly unlikely scenarios. Estate planning should be robust, but practical.
 

   No — that’s our job. We’ll walk you through the key points in plain English. Think of it like buying a car: you don’t need to understand how the engine works — you just need to know it will get you where you need to go safely. Your documents are drafted by experts, and we’re here to explain anything you're unsure about. 

 Actually, quite the opposite. Proper planning reduces the legal, financial, and emotional burden on your loved ones. Trusts add structure and support — and we’ll even hold a future meeting with your children to explain their role and responsibilities when the time comes. 

    Our fixed fees are often competitive with — or even better than — those of traditional law firms, especially when you consider the scope of advice and long-term value we offer. We're transparent about costs and focused on outcomes, not billable hours. 

 The 10-year periodic charge only applies if a Trust exceeds the nil-rate band (currently £325,000). In most cases, clients don’t pay it. And if it is payable, it’s often far less than the 40% inheritance tax your beneficiaries might otherwise face. We’ll show you real examples so you can see the value. 

  Of course — estate planning is a big decision. But if you’re hesitating, it may be because a key question hasn’t been answered. We're always happy to clarify anything that’s unclear so you can move forward with confidence. 

     Trusts have been part of English law for over 800 years! They began during the Crusades, when knights left their land in the care of trusted friends — giving rise to the legal idea of separating ownership (the Trustee) from benefit (the family). Over time, legislation like the Trustee Act 1925, Inheritance Tax Act 1984, and more recently the Finance Acts and TRS rules, have shaped how Trusts are used today — especially to protect assets, reduce tax, and control how wealth is passed on. 

   Not at all. Even if most of your wealth is in your home, proper estate planning ensures your assets are protected and passed on efficiently. Without it, loved ones may face unnecessary delays, taxes, and stress. 

    Surprisingly, no. Most plans can be put in place in just a few meetings. We’ll do the heavy lifting — you just need to share your goals and make the key decisions. Simple, not stressful. 

 Absolutely. We regularly work with professional introducers ensuring your clients receive expert guidance while you retain control of the relationship.