Planning for the future to provide for and protect your loved ones offers real peace of mind. We have the expertise to enable you to maximise the value of the legacy that you leave, and avoid unnecessary tax and pitfalls.
This includes:
- Comprehensive Estate Planning Service
- All aspects of Wills and Trusts
- Lasting Powers of Attorney – General, Financial & Medical
- Funeral Plans
Our service for individuals
We will show you how to preserve, protect and provide for the ongoing management of assets intended for vulnerable beneficiaries such as young children. A single consultation with us often identifies solutions to problems that you may not even have been unaware of, as well as solutions to problems that you may have believed would be simply too difficult to resolve.
All our advisers are professionally trained, our services are fully insured and we want to help you put plans in place to provide for you and your loved ones.
Based in Worthing, we offer home based, video or telephone appointments to suit your preference.
Our service for professionals
Are you a financial adviser or insurance specialist that wants to be able to directly advise and offer wills and other estate planning services to your clients?
If so, you might wish to join us under either our Affiliate or Professional Drafting Schemes.
We offer you full training, advice, technical support and drafting of your legal documents.
Affiliates are also covered by our Professional Indemnity Insurance
Contact us to find out more about our schemes for professionals.
