Will & IHT Planning

Some Basic Facts!

Everyone should have a Will, but 2 out of 3 people have not yet made a Will and those that have, may not have the correct Will in place.
An estimated 70,000 people per year have to sell their homes to pay for care.
A large proportion of any inheritance is lost in future divorce settlements, to creditors or bankruptcy and unnecessary taxation.
If you own a business or a share of a business then your spouse / partner and children may not inherit your share of a business.


There are a number of ways in which your home, savings and business are vulnerable to attack. We’re here to safeguard these hard earned assets for you and your family, using simple but effective strategies.

Irrespective of your age or the value of your estate, mak­ing a Will and putting your affairs in order is one of the most important tasks that you are likely to undertake. We will arrange to visit you in the comfort of your own home, to assess your current situation, answer your questions and provide peace of mind for the future.

Our estate planning solutions are tailor made to suit every set of personal circumstances and every pocket.

Looking after you, your family, and the generations to follow.





Business advisors and mentors

Our objective is to complete our clients annual accounts within three months of their year end.

Proper tax planning can and very often does provide reductions in tax liabilities.

We take the burden of payroll preparation and completion of statutory forms.

We can deal with formalities of forming a company usually within one hour.

Estate Planning, Will Writing, Inheritance Tax Planning

We can complete monthly or quarterly VAT Returns as you require.

We can take that stress away from our clients and complete their books for them.