Putting Your Affairs in Order
We're with you every step of the way…
Our short questionnaire will tell you what would happen if you died without writing a Will.
Putting Your Affairs in Order in Chesterfield, Sheffield, Dronfield and Mansfield
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.
Register Your Will Today
Our Wills now include FREE registration with the National Will Register.
The Little Book of Me
In a digital world full of account numbers and user names, it may be hard to imagine someone trying to locate all of that information when the time comes. We have created a ‘Little Book of Me’ document as a way for you to capture all of your important personal and financial details in one place.
We are currently offering this for FREE and will store it alongside your Will or LPA for safe keeping.
Want to know more?
Common Putting Your Affairs in Order Questions
My Solicitor quickly understood the difficult issues and important decisions I was considering with regard to making a new Will and setting up a Trust. I had a bad experience with my previous solicitor and had then done a lot of research to look at various options prior to the meeting.
That process was complicated and stressful and I was quite anxious when I arrived for my appointment. Their calm, friendly and professional approach put me at ease immediately. The advice and supports he offered gave me the confidence to make a final decision on the right options for my circumstances. I was given excellent service and left with peace of mind which, for me, was invaluable. I would not hesitate to recommend Banner Jones to anyone needing professional advice and support. 1st Class!Mrs S, Whitecotes
Kat, the solicitor who assisted in arranging for the deputyship for my mother was extremely helpful in what I call distressing time where control of my mothers affairs have been passed onto me. Many thanks Kat for the pleasantness.Mrs H, Chesterfield
I found Ms. Katherine Wheeldon very useful, who gave me excellent advice at a very difficult time. She is kind and has the knack of explaining legal matters in a very down to earth manner. I would have no hesitation in recommending her, which I have already done to several friends.Mrs A, Ashgate
As I live alone and cannot hear well, I wasn't looking forward to meeting anyone about my will, but it was a pleasure to meet a solicitor from Banner Jones. She explained everything in great detail, and I had no problem in understanding what she was telling me. Will you pass on my thanks for her excellent advice? Thank you.Mr W, Morton
We contacted the solicitors with a view to prodding new Wills that more accurately reflect our current wishes, compared to our existing wills. Our initial consultation was carried out remotely due to covid restrictions but this did not affect the quality of the information provided. The preparation of the Wills was very straight forward and we were kept fully informed throughout the process. The final signing of the Wills (and subsequent issuing of the Wills), was equally efficient overall. We are very happy with end result.Mr L, Chesterfield
Later Life Planning Consultation
One hours private consultation with an experienced solicitor who will advise you on how to plan for your future.