“Worcestershire’s premier Estate Planner dedicated to protecting your family and estate”

Estate Planning Worcester, Malvern, West Midlands
Worcestershire’s premier estate planner dedicated to protecting you, your family and your estate
Estate Planning Worcester, Malvern, West Midlands

If you have property and other assets it is critical that they are protected from being misused or eroded if something happens to you. You want to make sure that everything you’ve worked for is handled in the way you want and expect it to. 

  • Protect your home and savings from long-term care costs.

  • Ensure your property and capital is distributed to beneficiaries in line with your personal wishes rather than strict legal rules.

  • Avoid crippling inheritance tax.

  • Safeguard your assets from being frozen if you become unable to make decisions yourself.

  • Receive help in administering the estate of a loved one who has passed away.

I provide the full complement of Estate Planning services to clients across Worcestershire and the West Midlands. I can ensure that ALL aspects of your estate are in order so you have complete peace of mind. I can help you with everything from drawing up a simple will to setting up a trust, creating lasting powers of attorney as well as a full probate service. Not only that, I will be able to answer all your questions, offer clear and impartial advice and make sure everything gets done.

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SERVICES


Here are some of the key services I offer:

Powers of Attorney

Powers of Attorney

Planning ahead and allowing your loved ones the potential to look after your affairs, will save them a huge amount of stress and hassle should something unforeseen happen to you. Perhaps most importantly you will ensure your affairs are run according to your wishes even if you are not well enough to do it yourself. I can set up a LPA that is perfect for your circumstances.

Trusts

Trusts

There are a number of trusts which can legally protect you, your estate and your beneficiaries. The key is finding which trust(s) will do the job for you. Trust me – I can advise you on exactly which type of trust will offer you the protection you need. Click here to find out more.

Probate

Probate

This is a particularly painful topic for a grieving relative (or relatives) to deal with so soon after a devastating loss. If you want the task of administrating a deceased person’s estate to be carried out thoroughly and professionally, if you are short on time, knowledge and/or energy, then click here to find out how I can take that big load off your shoulders.

 
 

Additional Services

I am your “one-stop shop” for organising all aspects of your estate. In addition I can also assist you with:


I provide free home appointments throughout the West Midlands and I am a trusted advisor for Age UK throughout Worcestershire.