We Make it Personal

We feel justly proud of our Estate Planning Service and feel this is supported by the fact that over 80% of our business comes from recommendations. This underlines that our clients appreciate our objectives and ethics whilst providing a premium service at a very affordable price. We have Jon O’Brien our Senior Trust & Estate Planning Consultant with over 16 years’ experience within a Private Solicitors Practice and over 8 years in the commercial legal market. Jon works alongside Mark Roberts the Business Principle who has worked in the Finance and Banking Industry for 30 years. The rest of the Team who all have a variety of experience in these areas enable us to help and assist our clients, no matter what their situation.

Read more about our story

News Feed

5 threats to your Estate

Despite the recession house prices are still through the roof, what with the mortgage companies...

Read More

Here’s a Tax fact that may make you angry!

Your children even your grandchildren may have to pay tax on money that you've already...

Read More

The Effects of Generational Inheritance Tax (IHT)

IHT is often referred to as the Double Whammy'. It is the continued application of...

Read More

What our clients say

ENQUIRE NOW

Or Call 01782 963 303