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Putting Your Affairs in Order

We're with you every step of the way…

As you approach retirement age you may want to start thinking about getting your financial affairs in order and making them as tax efficient as possible. 

We can advise you about everything from writing a tax efficient Will to setting up trusts for your Children.

We know there is alot to consider and you may not know where to start. With this in mind we have developed a Later Life Planning Consultation specifically for this purpose.  In an hours private consultation you will be able to discuss your circumstances with an experienced solicitor who will then advise you on the best course of action to suit your needs. 

We can even discuss funeral plans with you if required.

Following the consultation you will receive a comprehensive advice letter which will outline the recommended course of action for you.  Please be reassured that there is no obligation to then undertake the work with Banner Jones.

Talk to our team today on:
0330 017 6309

Kathryn Wheeldon
Kathryn Wheeldon
Head of Wills & Probate
Katie Woodward
Katie Woodward


Register Your Will

Register your Will today.

Our Wills now include FREE registration on the national Will register, Certainty.

Later Life Planning Consultation


NEW! Later Life Planning Consultation
One hours private consultation with an experienced solicitor who will advise you on how to plan for your future.

Watch Our Video

Banner Jones Life Cycle: Bringing Law to Life

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97% of our clients would recommend us to a friend
(Ongoing Client Survey)

The service I received couldn't have been better!

Mrs C, Chesterfield

Thank you again for your help..If anyone requires a solicitor at any time..I will recommend yourselves..for quick and friendly service

Miss N, Chesterfield

The receptionist staff on both days we visited your office were extremely friendly and the whole experience of dealing with Banner Jones was wonderful

T Howard

Very efficient service at a difficult time which helped matters go smoothly

Mrs S, Dronfield

Very efficient, friendly and professional. We would definitely recommend to friends and family. They made the whole experience problem free.

Mrs W, Mansfield

We’re really grateful for the work you did for us. 10 out of 10!

Mr & Mrs S, Bridlington

Very easy to make appointments, very personal service from all people at Banner Jones, my solicitor was very friendly and put me at ease. If I needed a solicitor again, Banner Jones would be the first on my list.

Mr C, Dronfield

Brilliant service, kept well informed all the way through the process. Would definitely recommend.

Miss H, Nottinghamshire

Cannot fault the service, efficient, prompt and cautious. Matters explained very well and clearly. Pleasantly surprised.

Mr & Mrs D, Mansfield

Service provided was excellent. All the staff were very helpful, considerate and professional. I would highly recommend to friends and family.

Mr W, Nottinghamshire

Get in touch today

Contact us

Talk to our friendly team today on: 0330 017 6309

Kathryn Wheeldon
Kathryn Wheeldon
Head of Wills & Probate
Katie Woodward
Katie Woodward
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