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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.

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.

FREE 'Little Book of Me' with every Will

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We are ready to help you

Putting Your Affairs in Order in Chesterfield, Dronfield, Sheffield and Mansfield

Wills
Trusts
Lasting Power of Attorney
Long Term Care
Court of Protection and Deputyship
Giving Away Your Home

Frequently Asked Questions

Kathryn Wheeldon
Kathryn Wheeldon
Head of Wills & Probate
Kathryn Wheeldon
Kathryn Wheeldon
Head of Wills & Probate

Register Your Will

certainty.co.ukRegister your Will today.
Our Wills now include FREE registration on the national Will register, Certainty.

 

 

Later Life Planning Consultation

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.

News

Will Writing

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

Thank you Jenna. The service you have provided has been first class!

Mr R, Chesterfield

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

Banner Jones were recommended to me and I shall certainly recommend to others. I have rarely been made to feel so at ease while being so impressed.

Mr H, Chesterfield

The service I received couldn't have been better!

Mrs C, Chesterfield

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

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 was very pleased with Banner Jones in the way they carried out all the Will and Probate work. I would not hesitate to use Banner Jones again.

Mr & Mrs C, Chesterfield

I am very please with the servce I received. 

Mrs N, Sheffield

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

Stacey Lee is extremely helpful and reassuring. Was able to explain legal jargon very well to me. Thank you.

Mrs B, Holymoorside

I would like to thank you for your help.

Ms S, Heanor

Amy provided me with excellent and considerate service.

Mrs W, Dronfield

Excellent, friendly, helpful and professional service made what was a potentially daunting exercise straight forward and clear.

Mrs C, Totley

Very efficient and prompt. Everything was explained and completed thoroughly.

Mrs R, Chesterfield

I cannot thank Amy enough. She has a kind, professional, understanding and compassionate manner; ensuring the process of making my will was as stress-free and simple as possible.

Ms R, Bolsover

Thanks for all your help. You've been very efficient and a pleasure to deal with.

Mr G & Miss P, Sheffield

With you having a local premises it made it much easier for us to get to. We were met with a friendly atmosphere. Our business was dealt with, and everything was explained in a straight forward manner.

Mr & Mrs W, Coal Aston

Amy was prompt, explaining things in a thorough and simple fashion so I understood.

Mrs C, Dronfield
Jenna was excellent, much better and superior to a firm used previously
Mrs D, Brampton

The staff at Banner Jones are very friendly, efficient and understanding.

Mrs A, Walton

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

Staff were really helpful, they explained the legal side of the will in a simple context.

Mr B, Sheffield

We received an excellent  service by Banner Jones, both recently and on previous occasions.  They are professional, kind,understanding and explain everything very clearly and are very efficient.

Mrs J, Hasland

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

Excellent service all round. Would recommend Banner Jones to all friends and family. Thanking you for your service.

Mr B, Chesterfield

Nikki was wonderful, she was approachable and delivered excellent clear advice which proved to be exactly what I needed. Really feel she would be someone I could consult again if needed.

Mrs H, Mansfield

Banner Jones Solicitors are the best I've used and very good value for money. I will certainly recommend them to anyone.

Margaret, Chesterfield

Excellent service. Very knowledgeable and smooth process. Would definitely recommend.

Mrs P, Mansfield

I spent a comfortable time with Mrs Nikki Spencer, she was efficient, polite and knowledgeable about doing my Lasting Power of Attorney for me. I had no issues.

Mrs W, Mansfield

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