About Estate Planning Solutions
Who we are
Established in 2004, we’re a highly qualified estate planning team focused on protecting the assets and wealth you want to pass on to your loved ones. We specialise in wealth preservation and are committed to delivering excellent client service.
Our business has grown through personal recommendations and word of mouth, and our time supporting leading employers in the public and private sectors to take care of their employees.
Our experience and qualifications enable us to provide the best possible guidance and advice in all aspects of estate planning. We’ve enhanced our expertise by partnering with other leaders in our field, including chartered tax advisors and wealth management experts.
We serve clients across the UK but are available on your doorstep. We’ll arrange a consultation in the comfort of your own home or can conduct everything via online video conferencing platforms. The choice is yours. What’s most important to us is that you experience professional and friendly service, with outstanding levels of care to you, your family and other loved ones.
Our purpose and values
Estate planning services are bought on trust. A person writing a Will never sees their planning come to fruition. So, we make it our responsibility to make sure your individual requests are performed, to ensure your loved ones are taken care of. That makes the relationship between our advisors and our clients unique and is something we’re honoured to be part of.
Taking steps to plan your estate can be difficult; death is a subject that many people don’t want to discuss. That’s why you can expect a sympathetic and empathetic approach from us. Though our priority is to help maximise inheritance for those left behind after you pass away, ensuring you’re comfortable, reassured and have peace of mind throughout this process is imperative.
And just as everyone’s life is unique, so too is the advice we’ll offer to you. Our recommendations are carefully structured and tailored around you – your current circumstances, your wishes for those left behind and what you want them to achieve.
How we work
We’re a friendly business that believes in always doing the right thing and consistently acting with integrity.
At every stage of our comprehensive estate planning process, we adopt a careful approach which ultimately enables you to make informed, educated choices that achieve long term peace of mind.
With a national reach, our team of professional estate planning consultants offer a range of appointment options, including face-to-face and video calls, to ensure you understand the legalities and technicalities associated with estate planning in clear, plain English.
Our personal approach enables us to get to know you. We learn more about your hopes for your family and loved ones, and explore the different options available to you based on your situation. From here, we create a bespoke estate plan including the most appropriate, impartial and personalised recommendations to support your wishes. If you want to go ahead with our suggestions, we take care of everything on your behalf.
Our specialist advisors follow strict ethical principles and adhere to the Chartered Trading Standards Institute’s approved Code of Practice. We’re also one of only a few Will writers to have a Client Charter, which ensures we’re bound to the strictest levels of service.