A considered approach to legacy planning.
Understand the rules
Most people avoid planning.
Not because they don't care —
but because they assume they have more time.
The rules that govern what happens to your estate are not complex.
But they do require understanding.
Download the guide to better understand legacy planning.
Each of these areas works together to protect your family and your wishes.
A complete view of your estate and the decisions that shape its future.
Learn more →Choose who can act for you if you're unable to make decisions yourself.
Learn more →Understanding the 7-year rule and how lifetime gifts may affect your estate.
Learn more →Changing how property is held to enable greater planning flexibility.
Learn more →Home visits available across Surrey, Hampshire and Berkshire. Video consultations also available.
We're proud to have helped families across Surrey, Hampshire and Berkshire.
Nick made the whole process so straightforward. He explained everything clearly and patiently, and we finally have peace of mind knowing our affairs are in order.
After putting it off for years, we're so glad we finally took the step. The home visit was incredibly convenient, and Nick's calm approach put us completely at ease.
Professional, knowledgeable, and genuinely caring. Nick helped us understand options we didn't even know existed. Highly recommend to anyone considering estate planning.
Industry-accredited training
Verified & trustworthy
Surrey, Hampshire & Berkshire
No pressure. No obligation. Just a conversation about what matters to you and your family.
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