Guidance in discrete, self-contained notes — read the one you need, keep it, and move on.
Planning what happens to what you own — in your lifetime, if you ever lose capacity, and after you are gone. These notes explain the documents, the limits, and the choices, in plain terms. Select the one that fits your situation.
Trust, wills, LPAs and letters of wishes prepared together in one engagement — from £4,250, with every document also available on its own. See who each plan is for and exactly what is included.
See the plans →The complete overview — what we need from you, the limits and reliefs, pensions, and the solutions that fit different families.
Read the guide →What a will does, the decisions to make, and the formalities that keep it valid.
Read the guide →Who can act for you if you can't — the two types, and why a will is not enough.
Read the guide →What they are, why people use them, and the duties and risks they bring.
Read the guide →The structures used for larger or more particular estates, and who each suits.
Read the guide →An alternative, or companion, to a trust for passing wealth down.
Read the guide →Step-by-step: who signs what, in what order, and how to register with HMRC and the Land Registry.
Read the guide →A guided, fill-in document recording how you'd like your trustees to act.
Read the guide →A guide for executors — administering an estate from the first days to final accounts.
Read the guide →The witnessing rules that decide whether your signature counts.
Read the guide →When someone can no longer decide for themselves — deputyship, one-off decisions, and disputes about care.
Read the guide →The first conversation is free. Tell me what's going on and I'll point you to the right next step — one fixed fee, agreed up front.