Make your Will or LPA with confidence — expert advice, fixed fees, and FREE Will storage included.
What We Help With
- Writing or updating Wills, including tax‑efficient Wills
- Setting up Trusts for children or vulnerable beneficiaries
- Preparing Lasting Powers of Attorney (LPAs) for health or finances
- Planning for later life, including guardianship and funeral wishes
- Inheritance Tax advice and lifetime gifting
Later Life Planning Consultation
What The Consultation Includes:
During your one‑hour private session with an estate planning expert, we will help you understand:
- What documents you actually need — whether that is a standard Will, a tax‑efficient Will, Trust arrangements for children, or Lasting Powers of Attorney.
- How to protect your assets for the people you care about, including children, vulnerable relatives, or blended families.
- How to make your estate as tax‑efficient as possible, including lifetime gifting and inheritance tax considerations
- Whether funeral planning or personal wishes should be documented
- What actions you should take immediately, and which ones can come later.
This is not a generic overview. It’s tailored to your life, your assets, and your priorities.
Who This Consultation Is Ideal For
While anyone can benefit, it is especially helpful if you:
- Are approaching retirement or thinking about later life
- Haven’t updated your Will in many years
- Have children (including adult children), step‑children or dependents
- Are considering gifting assets or reducing inheritance tax
- Want to understand LPAs properly — a topic clients often misunderstand
- Manage the affairs of a parent or loved one
- Own property or have business interests
- Simply “don’t know where to start”
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 free ‘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.
