We'll help you to

Make sure your loved ones are properly looked after

We'll help you to

Protect your family

WE'LL HELP YOU TO

Minimise your tax liabilities

We'll help you to

Take care of each other

We're Here for you

All of your estate planning and tax planning needs in one place

 

Estate Planning Services

We’ve got exactly the right experience that you need to draft your Will for you exactly as you need it. Our free consultation means that we’ll make sure that you have everything covered so that your estate passes to exactly who you want, when you want.

Tax Planning Services

We have all of the necessary experience to guide you, so that you can ensure your Capital Gains and Inheritance Tax liabilities are minimised, whether it’s related to your property, your insurance, your business or other assets.

Family & Protection Trusts

We’ll help you to make sure your assets are properly protected and optimised for tax purposes, as well as looking at options to protect your beneficiaries over the long term to ensure that they inherit exactly as you want them to.

Probate Services

We’ll help you with every aspect of applying for Probate following the loss of a loved one, including dealing with HMRC to ensure that the estate can be administered as quickly as possible.

Estate Administration

As an integral part of providing our Professional Probate Services, we’ll also help with every aspect of estate administration to ensure that the wishes outlined in someone’s Will are correctly and equally importantly quickly realised.

Lasting Powers of Attorney

We’ll guide you through every aspect of setting up some of the most important legal documents that you need during your lifetime to make sure that your home, business, finances and health are properly protected should you lose capacity.

How we work

Talk to us

Your first step is simply to get in touch, whether it’s chatting through your options when it comes to your Estate Planning, or discussing your Tax Planning or setting up Lifetime Trusts.  We’ll leave all of the jargon to one side and use a language everyone can understand – something we’re constantly praised for.

Understanding your needs

It goes without saying really that we need to properly understand what it is that you want to do – we’re really good listeners and we won’t recommend anything that we don’t think is suitable for you. Again, it’s all part of the comprehensive service we provide – focused on you.

Fixed Prices

We won’t try to baffle you with numerous pricing options. We like to keep things as simple as possible, which is why we have fixed prices for everything we do. We know that our services are some of the most competitively priced in the market and we’re proud to keep them that way.

Telephone Appointments

We’re more than happy to go through how you want to set everything out with you by phone, providing all of the advice you need. Simply let us know when and we’ll do everything we can to work around your schedule – days, evenings or weekends.

Video Appointments

It’s become a way of life now for so many people and we know that a lot of our clients want to see us face-to-face. Whether it’s Zoom®, Teams®, Skype®, Facetime®, Messenger® or WhatsApp®. You decide – whichever is easiest for you.

We'll Come to You

A lot of our clients would rather discuss their wishes with one of our friendly consultants in the comfort of their own surroundings at a date and time to suit them. Again that’s no problem at all – just let us know where and when and we’ll be there for you.

What our clients say about us

We're really proud of the fact that we consistently receive such great feedback from our clients

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About Us

Our business was borne out of our wanting to provide the best possible service to our clients at really competitive rates – we’re proud to say that we consistently achieve this every day. The positive feedback we receive from our clients is what makes us constantly strive to do even better, every single day.

We provide professional legal advice in Wills, Trusts, Lasting Powers of Attorney, Probate and Estate Administration, and professional financial advice in Capital Gains Tax Planning and Inheritance Tax Planning, as well as Professional Business Services covering everything that you need to consider whether your just starting out, or growing your business looking to  implement a shareholders’ agreement, new agreements with business partners, customers, or suppliers.

With offices in Southampton, Poole and Westbury, we provide our professional legal services throughout England and Wales. Our friendly, fully qualified legal and financial teams and our team of consultants based throughout the country are here to advise you right from the start, to look after you and will be with you every step of the way.

We’ve worked really hard to strip out all of the jargon and we like to talk to our clients in plain English at their own pace. We will, of course, go into as much technical detail as you’d like us to – it’s completely up to you.

We are genuinely here for all of our clients for life, hence the nature and name of everything we do – provide you with Lifetime Professional Services.

Give us a call, or drop us a line

We’d love to hear from you and there’s absolutely no obligation whatsoever. You might simply want to chat about some ideas you have, or you may want some advice or guidance about tax, tax planning, protecting your family and your estate.

You can call us on 023 8181 5520

Alternatively complete the form below to send us an email.

Just to reassure you, we’ll never share your details with anyone else and rest assured we’ll be in touch with you as soon as we can after receive your message.

    One Purpose

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    Multi-Purpose

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    One Purpose

    $55month
    • One Purpose
    • Only one Layout
    • Cant create custom layout
    • Not curated sufficiently
    • Need to buy a new after a month