A necessary & affordable bolt-on service for your existing and new clients



Statistics dictate 60% of the UK’s population do not have a Will and therefore, have not done the necessary IHT tax planning etc.

That’s over 30 Million UK citizens wishes, that are not going to happen!

  • Millions of £££’s will be lost due to avoidable Tax’s & fees (£5 Billion IHT alone collected 2017-2018)
  • Tens of Thousands of homes will be lost to Creditors, Care Home Fees, Divorce and Sideways disinheritance.
  • Thousands of unmarried partners will be disadvantaged by not receiving their entitlement.
  • Far too many children will be dependent on Social Services choosing their Guardian.

All this could easily be avoided, by you simply referring a client to us and in return we will professionally handle all their Estate Planning needs and keep you updated along the way, and you will also receive a competitive commission upon completion.

Let us support you and your clients, to find out more complete the Enquire Form below.

View our “5 Threats To Your Estate” video




Or Call 01782 963 303