Over 20 years of estate planning
Protecting everything you've worked for.
Wills, Lasting Powers of Attorney, Trusts and Probate from one experienced team. Plain-English advice, and a fixed fee agreed before any work begins.
- Member of the Institute of Professional Willwriters
- TSI Approved Code
- Reviewed on Trustpilot
Why plan now
What's at risk without a plan
These protections can only be put in place while you have the time, and the mental capacity, to do so.
40%
Inheritance Tax
The standard rate charged on an estate above the tax-free allowances.
Probate
Delay and cost
Without the right planning, your family can face months of paperwork at an already difficult time.
Remarriage
Sideways disinheritance
A simple Will can let your home pass away from your children if a surviving partner remarries.
Care
Later-life costs
The cost of long-term care can reduce what you hoped to leave behind.
How we help
Four ways we protect your legacy
Every plan starts with a conversation. Here's where we usually begin.
How it works
Four steps, at your pace
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Step 1
A no-obligation chat
Face to face, by video or by phone. We listen to what matters to you and your family.
Meetings until 7pm most evenings -
Step 2
Our recommendation
A clear plan in plain English, with a fixed fee agreed before any work begins.
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Step 3
Drafting and signing
We handle the detail, then guide you through signing everything correctly, in person.
Drafts within 2 weeks -
Step 4
Ongoing care
With Legacy Connect, your plan is stored safely, reviewed and ready when it’s needed.
Reviews every 3 years
Drafts are sent within 2 weeks of us having all your information, your signed Terms of Engagement and payment. Signing is arranged within 4 weeks of you approving the drafts. More complex trusts can take a little longer.
Free first meeting
Not sure where to start?
Tell us a little about your family and what matters to you. We’ll explain your options in plain English, and there’s no obligation to go ahead.
Legacy Connect
A plan isn't finished the day it's signed.
Legacy Connect is our optional membership. Your documents are kept safe, your plan is reviewed as life changes, and our team is here if your family ever needs to act on it.
- Your original Will, LPAs and trust documents stored securely
- A review of your plans every three years
- Updates to your Wills as your life changes
- Online copies in the Legacy Connect Vault, for you and the people you trust
- Help and support for your family when the time comes
Common myths, busted
What people tell us, before we explain how it really works
"My partner will automatically inherit everything."
Without a Will, an unmarried partner has no automatic right to anything. Everything can pass to blood relatives instead.
"An online Will is just as safe as a proper one."
The wrong wording can leave a Will open to challenge, and it's usually only found when your family needs it most.
"A second marriage won't affect my children's inheritance."
Remarriage can quietly redirect an inheritance. A trust can help protect your children's share in advance.
About us
Over 20 years of plain-English estate planning
We're a small, experienced team helping families across England and Wales put the right protections in place, without the jargon and without the pressure.
Every recommendation is explained in plain terms, every fee is agreed before we start, and every plan can be reviewed as your life changes.
Meet the team★★★★★
"From start to finish, totally professional and friendly. Everything was handled in a well-organised way, and I couldn't fault them at all."
A no-obligation first meeting, on your terms.
Face to face, by video or by telephone, whichever suits you. No jargon, and a fixed fee agreed up front.