For Individuals

A personal service given in a relaxed and friendly fashion.

Wills & Inheritance Tax Planning

Without a Will in place, the state will determine who receives the benefit of your estate when you die under the intestacy rules.

A Will is an important document, ensuring that your property is distributed in accordance with your wishes, providing you with the assurance that your loved ones are provided for.

Our Wills service includes the following:

  • Inheritance Tax Advice
  • Nil Rate Band Discretionary Trusts
  • Life Interest Trust Wills
  • Jointly owned property advice
  • Home visits available on request

A face to face meeting with one of our team to ensure we understand your needs and give you the best advice.

We can act as witnesses to your Will and store your Will free of charge in our Will safe.

Please contact a member of the our Wills, Probate and Powers of Attorney Team for more information or to make an appointment.

You can access the firm's Wills Questionnaire here.  Please download a copy to complete and bring with you to your initial appointment. 

  • Marcus Parsons
      • Marcus Parsons
      • Director & Head of Wills, Probate and Powers of Attorney
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  • Julie Granger
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  • Adam Luke
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  • Rebecca Evans
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  • Sarah Geering
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  • Elizabeth Isaac-Garner
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  • Emma Bishop
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For more information please call us on  01233 624545