The most natural desire in the world is to protect your loved ones – in life, and after you’re gone.

Estate Planning Solutions provide professional, qualified estate planning services.  These include Wills, Will Trusts, Lifetime Trusts and Lasting Power of Attorney.

Highly trained advisors help you develop an estate plan, that ensures the assets and wealth accumulated during your lifetime, remains with your loved ones after you pass away.

Nearly two decades in the field has seen us help thousands of clients and their families, to maximise their inheritance for the people they love. Be assured of a personal, reassuring and reliable experience, where the number one priority is you, and ensuring your estate goes to the right people, at the right time, and in the right way.

Provide your loved ones and beneficiaries security for the future with a bespoke estate plan.  Obtain ultimate peace of mind that those you care for, have everything they need once you’re gone.

Writing your Will

Your Will is probably the most important legal document you will ever make.

Because the effect of a Will isn’t realised until after you’ve died, it’s vital your Will is built around you and your aims. It is important that you state your wishes, for your wealth and assets.

Everyone’s circumstances are different and our qualified advisors understand that.  We learn about you so we can recommend the best course of action for your personal circumstances.

An initial consultation is free of charge and there is no obligation if you choose not to proceed. This is followed by our recommendations, as we want you to make the best, informed decisions based on your situation.

Learn more

Protect your wealth and your loved ones’ future

Our expertise means you’re in safe hands

Our experience and qualifications enable us to provide the best possible guidance and advice in all aspects of estate planning. We’re a full member of the IPW (Institute of Professional Will Writers), and all our Consultants are associate members. Colleagues within our legal team are also members of STEP (Society of Trusts and Estate Practitioners) including Affiliate and Diploma level accreditations.

Both the IPW and STEP set standards within the Will and estate planning industry and have robust professional codes to which members must strictly comply. The IPW’s Code of Practice is approved by the Chartered Trading Standards Institute under its Consumer Codes Approval Scheme, which affords you additional protection and reassurance that all advice has been provided correctly, helping you pass on more of your wealth to the people you care about.

Estate Planning Solutions

Estate Planning Solutions is the trading name of Holistic Estate Planning Solutions Ltd. (Registered in Engalnd and Wales 4321172).

Paul Dodsworth is a full member of the Society of Trust and Estate Practitioners (STEP) Membership No.202808

Follow us on social media