Wills
Clarity of intent
Control over destination of assets
A joined-up view
Protecting the people and causes that matter most to you
A calm approch
I take the time to understand what’s important
Control
Maximising inheritance tax reliefs and allowances
Peace of mind for the future
I advise on and draft Wills covering the English and & Welsh Jurisdiction. Wills are designed to provide security, clarity and peace of mind for my clients and their families. Each Will is designed to reflect your individual circumstances – balancing personal wishes, family dynamics and tax efficiency to ensure your estate is distributed exactly as you intend.
A joined-up view
Making a Will is about more than dividing assets – it’s about protecting the people and causes that matter most to you. I take a holistic approach, and will always be happy to work closely with clients, families and professional advisers to ensure that Wills complement broader succession, tax and asset protection plans.
Quiet strength. Lasting reassurance
I understand that writing a Will can feel daunting – involving difficult conversations about family, fairness and legacy. My approach is calm, practical and personal. I take the time to understand what’s important to you and to design a Will that brings comfort now and certainty later.
My advice covers:
- Drafting sophisticated, tax-efficient Wills covering assets held within England & Wales
- Appointing executors, trustees and guardians
- Structuring gifts, bequests and charitable donations
- Maximising inheritance tax reliefs and allowances
- Incorporating trusts and protective structures
- Preparing letters of wishes to guide executors and trustees
- Reviewing and updating Wills in response to life events or legislative changes
- Contentious Wills & Probate (advice provided by a third party law firm)
Probate
Whether you’re applying for probate or need support to handle the estate of someone who’s died, I can offer you support with every aspect.
Lasting Power of Attorney
Powers of attorney can extend across property, financial, personal, and business matters. I take a holistic approach – working alongside families, carers and professional advisers to create arrangements that meet your needs.
Custom Engagements
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