just £99 this month
Protect future generations by
ensuring your affairs are in order
just £99 this month
Protect future generations by
ensuring your affairs are in order
Convenient consultations
Via Phone, Video or Face to Face
With clear, straight forward advice our advisors have helped thousands of families
to protect their assets and provide financial security for their loved ones.
Our advisors have helped thousands of families to plan their inheritance.
Whether you have a newly blended family, need a simple Will, Powers of Attorney, an Asset Trust or have a complex Inheritance Tax issue if it matters to you it matters to us.
PEACE OF MIND
Lots of people feel uneasy about discussing what happens when they are gone.
We bring a calm and knowledgeable view of the complex UK legal frame works involved in protecting what you have for your family so you have complete peace of mind.
Simply writing a will is no longer enough to ensure your assets will be distributed as you would wish and getting the right advice is key to protecting your assets.
Our deep understanding of our clients, their families, and their wishes ensures we are able to present tailored solutions that suit each individual.
Download a copy of our “Estate Planning Basics” eBook today to start your Estate Planning journey.
Established experts in Estate Planning and Will Writing services.
We believe everybody’s inheritance is important regardless of the size of the estate. Whether you have a business of your own, several properties or simply the family home you have worked hard to provide, expert advice should be available to secure what you have..
All our initial consultations are therefore free of charge with absolutely no obligation.
Lots of people are unaware of the benefits of estate planning, or consider it to be for families with high wealth, but our mission is to demonstrate that all families should to have an inheritance plan and have access to that through a trusted and affordable provider.
Own a home or have a mortgage
Have savings or assets in cash or shares
Are married or have children
Have assets to dispose off
Wills from £99
A Will is a signed legal document (by you and witnesses) that lets you decide what happens to your estate; money, property and possessions etc. after your death. Making a Will ensures that when you die your estate is shared according to your wishes.
Lasting Powers of Attorney
A ‘lasting power of attorney’ (LPA) is a document which gives an ‘attorney’ (your representative) legal authority to make decisions on your behalf (you the ‘donor’). Crucially, the power continues after you lose the mental capacity to make decisions for yourself.
Trust and Tax Advice
A Trust enables you to manage your assets (money, investments, land or buildings) so that when you pass away the assets transfer to those you wish to benefit. There are different types of Trusts available providing varying range of benefits.
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Temple Court 13a Cathedral Rd,
Cardiff CF11 9HA