Professionalism, Credibility, Integrity and Transparency ...
These are the values forming the basis of our specialist Will writing and estate planning solutions.
I offer a service tailored precisely to your requirements. You will benefit from my professional qualifications with the foremost industry training body, STEP (the Society of Trust & Estate Planners), and over a decade of experience helping people plan for the future. For your peace of mind, I am fully insured through the industry’s leading membership body, the Society of Will Writers.
Rachael Rodgers – Affiliate of STEP, MSWW
Will Writer & Estate Planner
Services
Wills & Business Wills
If you don’t have a Will the Government has one for you, but it won’t be one you want!
Protecting either your personal assets or your business assets can be surprisingly complex. Our services are designed to bring simplicity and give peace of mind.
Trusts & Estate Planning
Make sure your Will is ‘heir-tight’.
Professional Estate Planning solutions, including the use of Trusts to protect your children’s inheritance from the possible care fees or remarriage of your surviving spouse or new partner.
Lasting Powers of Attorney (LPAs)
As important as making a Will.
If you have an accident or illness which results in a loss of mental capacity, it is not automatically the case that your spouse or relatives can make decisions for you.
Having professionally drafted LPAs saves a lot of stress, expense and misery.
Spanish Wills & Powers of Attorney
With only a UK Will and UK Powers of Attorney, dealing with your Spanish estate will be a long winded and costly process if something happens to you.
Having a valid Will and Power of Attorney in Spain, as well as in the UK, will minimise the costs and complexity of dealing with your Spanish estate in the event of you losing mental capacity, or on death.
Secure Document Storage
Your Will is the largest cheque you will ever write – it gives away all your assets!
We provide a ‘belt and braces’ secure storage service ensuring your Will is easily found and is kept in its original, pristine condition, because even a mark from a paperclip could render it invalid.
Probate & Estate Administration
The role of Executor is a weighty responsibility and should not be undertaken lightly. Probate and Estate Administration can be a complex and time-consuming task for an Executor, who is also personally liable for any mistakes. Working with a professional Executor will lighten the load.
Inheritance Disputes
Did you not receive what you expected? Or is a Will “just not right”?
Inheritance disputes can be a very difficult time for families, with emotions running high following the passing of a family member. If you need to contest probate or challenge a Will we can help.
Other Legal & Financial Services
Complete estate planning may involve a number of different specialist services.
To save our clients the time and stress of trying to find a competent provider, we work in partnership with other specialist businesses that we have tried and tested over many years, and consider to be among the very best in their industry.
Give yourself and your loved ones full peace of mind
Our Estate Planning Assessment is a simple form that will give you valuable insights into the provisions that might be applicable for your situation. You can also contact us by phone or email.
Reviews
Blog latest
How the court decides what is ‘reasonable financial provision’ under a Will claim
When claims are made against an estate the courts can make ‘reasonable financial provision’ for the applicant. This article looks at what this means and how the courts come to their decision.
Resolving the issue of Asset Protection Trusts sold to “protect your home from care fees”
Universal Wealth Preservation – a cautionary tale about the damage Asset Protection Trusts can do.
Providing complete solutions to property investors
An extremely important project for a couple of property investors who were in a very precarious situation if anything should have happened to either of them.
Will provision for husband and wife business owners
The intricacies of balancing your family and business when preparing your Will – and the pitfalls of getting it wrong.
The Danger of Asset Protection Trusts sold to “protect your home from care fees”
Back in 2018, I wrote a blog on this topic, having been contacted by several of my clients who had received door drop leaflets inviting them to attend a free…
Who can make a claim against your estate?
The complexities and legalities of making a claim against a Will.
Will Writing Statistics…
Internet advice company unbiased.co.uk recently carried out a survey into Wills and the process of regularly reviewing and updating them in line with a client’s changing circumstances. The study, which…
What is a Trust…?
Many Wills may have a Trust written into them but there is often confusion surrounding the reasons why it has been included and what it actually means. A Trust…
Does your Will have a Survivorship Clause…?
Having a survivorship clause in your Will isn’t always a good thing and can in some circumstances increase the amount of Inheritance Tax due. To understand why, we need to…
Court ruling proves you need a higher degree of mental capacity to write a Will than to get married…
The Court of Protection has approved the right of a man with dementia to marry his long-term partner, against the wishes of the daughters of his first marriage. The father…
What do Care Homes cost in this day and age?
The prospect of paying for care homes can seem a daunting one, especially when it appears that so many factors go into assessing out how much exactly you will be…
The difference between Probate & Estate Administration
Both Probate and Estate Administration are associated with handling an individual’s estate after they’ve died, but they are defined differently and often misunderstood. ‘Probate’ is a widely used term but…