About us

We are a small family company.

Our experience comes from working within the legal profession providing specialist advice in the Private Client field. 

We help:-

• Individuals directly, 
• Solicitors and Legal Executives, 
• Accountants, 
• IFAs.

We describe Private Client work to be involved with advising individuals in respect of:-

·         Wills & Codicils,

o        Preservation of family wealth,

o        Reviewing of existing documents,

o        Adding evidence to avoid disputes over Wills.

·         Planning for families facing long term care issues,

o        Powers of Attorney,

o        Liaison with Social Services and care organisations,

o        Planning of assets to avoiding waste.

·         Planning of assets to mitigate taxation,

o        Liaison with professional advisors,

o        Trust arrangements,

o        IFAs, life assurance and trusts.

·         Immediate pre-death arrangements for terminally ill clients,

o        Immediate response to hospice request,

o        Will reviews and same-day drafting,

o        Arrangement of finances,

·         Immediate post-death support,

o        ‘Being there’ in the immediate aftermath,

o        Supporting the formalities with death registration etc.

o        Practical support in day-to-day issues.

·         Probate process support,

o        Helping with the next stage,

o        Providing templates for initial letters out,

o        Gathering together information required by HMRC,

o        Compiling information and liaising with Solicitors for next stage,

o        Supporting the post-Grant process and liaising with IFAs.

o        Further estate and tax planning process.