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. When you write a Will you will never see your planning come to fruition.  Our responsibility as professional will writers, is to make sure your individual requests are met, in order to ensure your loved ones are taken care of in the future.

Every relationship between our advisors and our clients, are something we’re honoured to be part of.  Just as everyone’s life is unique, so too is the advice we’ll offer to you.

The recommendations we make are carefully structured, because they are tailored around you.  We consider your current circumstances, your wishes for those left behind and what you want them to achieve.

Taking steps to plan your estate can be difficult, we know death is a subject that many people don’t want to discuss.  So in this instance, you can always expect a sympathetic and empathetic approach from us.

Maximising inheritance for those left behind after you pass away is our priority. We aim to ensure you’re comfortable, reassured and have peace of mind throughout the whole process.

How we work

EPS consider ourselves a friendly and professional business.  Acting with consistency and integrity at all times, because we believe in always doing the right thing for our clients.

Every stage of our comprehensive estate planning process, follows a careful approach.  Ultimately enabling you to make informed, educated choices that achieve long term peace of mind.

Our team of qualified professional estate planning consultants, work nationwide and can offer you a range of appointment options.  Using clear plain English, we help you understand the legalities and technicalities associated with estate planning.  We follow strict ethical principles and adhere to the Chartered Trading Standards Institute’s approved Code of Practice. As one of only a few Will writers to have a Client Charter, we’re bound to the strictest levels of service.

A personal approach enables us to get to know you. We learn about your hopes for your family and loved ones, exploring and explaining the different options available to you based on your situation.  Bespoke estate plans, mean we can include the most appropriate, impartial and personalised recommendations to support your wishes.