Resources

Guides, tools, and practical information to help you plan with clarity and confidence.

Info Packs

Free Downloadable Guides

Practical, step-by-step guidance to support your planning.

Will Writing Checklist

A practical checklist outlining the key decisions and information required when preparing your Will.

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Estate Planning Guide

A structured overview of estate planning principles, helping you understand how to protect assets and plan effectively for the future.

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Power of Attorney Starter Pack

An introduction to Powers of Attorney, explaining the different types and when they may be appropriate.

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Family Trust Protection Overview

A guide to understanding how trust structures can be used in estate planning and asset protection.

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Inheritance Tax Planning Guide

An overview of inheritance tax thresholds, common planning considerations, and structured approaches to reducing exposure.

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Real Life Examples

Planning in Practice

Illustrative examples demonstrating how structured planning can provide clarity, protection, and long-term security.

Meet Linda

How early preparation and clear documentation helped avoid uncertainty during a difficult time.

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Meet Margaret

A considered approach to asset protection through structured estate planning.

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Meet John

Reviewing estate exposure and identifying practical steps to improve tax efficiency.

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Meet Elizabeth

How trust arrangements were used to align long-term planning with family objectives.

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Meet Michael

How reviewing existing arrangements and introducing appropriate legal structures improved long-term protection and clarity for the family.

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Information Hub

Frequently Asked Questions

Clear, structured answers to common questions across our services. These FAQs are designed to provide general guidance and help you better understand your options before seeking personalised advice.

Wills FAQ

Answers to common questions about creating, updating, and structuring a Will, including legal validity and practical considerations.

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Power of Attorney FAQ

Guidance on the different types of Power of Attorney, when they are appropriate, and how they operate in practice.

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Trusts FAQ

Clarifying how trusts work, when they may be suitable, and the key considerations involved in estate planning structures.

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Inheritance Tax FAQ

Explaining inheritance tax thresholds, exemptions, and common planning questions to help you better understand potential exposure.

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Practical Tools

Interactive Planning Resources

These tools are designed to help you assess your current position and identify potential planning considerations. They provide general guidance and do not replace personalised advice.

Inheritance Tax Calculator

Estimate potential inheritance tax exposure based on the value of your estate.

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Estate Planning Health Check

Guidance on the different types of Power of Attorney, when they are appropriate, and how they operate in practice.

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Online Will Writing

Clarifying how trusts work, when they may be suitable, and the key considerations involved in estate planning structures.

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Community & Partnerships

Working Beyond the Firm

We work alongside community organisations and professional partners to extend access to estate planning guidance and ensure clients receive appropriate support where needed.Our approach is collaborative, structured, and grounded in maintaining clear professional boundaries.

Solicitor Referral Scheme

We maintain structured referral relationships with solicitors and legal professionals where specialist legal oversight or representation is required.

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Partnerships

Working in collaboration with selected charities to provide accessible estate planning support to eligible individuals.

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