Qualifications, Compliance & Regulation2018-11-15T11:44:18+00:00

Local experts in Wills, Lasting Power of Attorney and Estate Planning

We are an independent Estate Planning company.  We specialise in Wills, Lasting Powers of Attorney and Estate Planning; We strive to provide the highest possible level of customer service and satisfaction and aim to deliver our services in a way that is customer oriented, convenient (e.g. home visits) and affordable (transparent fixed fee inclusive of VAT pricing) in a way that is professional but friendly and jargon free.

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STEP is widely regarded as the “gold standard” for Estate Planning.  It is the highest level of qualification anyone involved in the Estate Planning profession can have; our Managing Director Paul Dodsworth (STEP Membership number 202808) has the full STEP diploma qualification and is a Registered Trust and Estate Practitioner.  STEP is very highly regarded within the Estate Planning profession to the extent that all well written Wills now include the STEP provisions – a comprehensive set of powers and responsibilities for executors and trustees.

The IPW is the most professional and compliance driven organisation for Estate Planning professionals.  It has a comprehensive Code of Practice and carries out regular audits of its members, their practices and their compliance with the Code. This includes a requirement to hold Professional Indemnity Insurance of £2M.  All our consultants are members of the IPW and undergo Continuous Professional Development.  The IPW is proud to hold TSI Code Approval.

Trading Standards Institute

Formerly known as the Office of Fair Trading, an organisation well known as the champion of consumers rights, our alignment with TSI Code approval means we have a Code of Conduct and Terms of Engagement that include all the things you would expect as a consumer (responsibilities, time frames, how you pay, confidentiality, cancellation and client care policy).

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