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.
Mrs S, WhitecotesMy 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 support she 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!
Mr R, ChesterfieldThank you Jenna. The service you have provided has been first class!
Mr H, ChesterfieldBanner 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.
Mrs C, ChesterfieldThe service I received couldn't have been better!
Mrs S, DronfieldVery efficient service at a difficult time which helped matters go smoothly
Mrs W, MansfieldVery efficient, friendly and professional. We would definitely recommend to friends and family. They made the whole experience problem free.
Mr & Mrs S, BridlingtonWe’re really grateful for the work you did for us. 10 out of 10!
Mr C, DronfieldVery 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.
Miss H, NottinghamshireBrilliant service, kept well informed all the way through the process. Would definitely recommend.
Mr & Mrs D, MansfieldCannot fault the service, efficient, prompt and cautious. Matters explained very well and clearly. Pleasantly surprised.
Mr W, NottinghamshireService provided was excellent. All the staff were very helpful, considerate and professional. I would highly recommend to friends and family.
Mrs H, ChesterfieldKat, 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.
Mr & Mrs C, ChesterfieldI 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.
Mrs N, SheffieldI am very please with the servce I received.
Mrs A, AshgateI 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 B, HolymoorsideStacey Lee is extremely helpful and reassuring. Was able to explain legal jargon very well to me. Thank you.
Ms S, HeanorI would like to thank you for your help.
Mrs W, DronfieldAmy provided me with excellent and considerate service.
Mrs C, TotleyExcellent, friendly, helpful and professional service made what was a potentially daunting exercise straight forward and clear.
Mrs R, ChesterfieldVery efficient and prompt. Everything was explained and completed thoroughly.
Ms R, BolsoverI 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.
Mr G & Miss P, SheffieldThanks for all your help. You've been very efficient and a pleasure to deal with.
Mr & Mrs W, Coal AstonWith 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.
Mrs C, DronfieldAmy was prompt, explaining things in a thorough and simple fashion so I understood.
Mrs D, Brampton
Jenna was excellent, much better and superior to a firm used previously
Mrs A, WaltonThe staff at Banner Jones are very friendly, efficient and understanding.
Mr W, MortonAs 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 B, SheffieldStaff were really helpful, they explained the legal side of the will in a simple context.
Mrs J, HaslandWe 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.
Mr L, ChesterfieldWe 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 B, ChesterfieldExcellent service all round. Would recommend Banner Jones to all friends and family. Thanking you for your service.
Mrs H, MansfieldNikki 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.
Margaret, ChesterfieldBanner Jones Solicitors are the best I've used and very good value for money. I will certainly recommend them to anyone.
Mrs P, MansfieldExcellent service. Very knowledgeable and smooth process. Would definitely recommend.
Mrs W, MansfieldI 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.