Frequently Asked 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 originated from around the 12th century, that’s roughly 800 to 900 years of trust history . Trusts came about because back in medieval times, knights would go off on Crusades and needed someone to look after their lands while they were away. They'd hand over the legal title of their land to a trusted friend with the understanding that it would be managed for the benefit of their family. And that's basically how the concept of a trust was born—to make sure property was looked after for someone else’s benefit, even if the original owner wasn’t around. 

   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.