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I have been helping clients for over 10 years to create lasting, memorable legacies for their families, businesses and the people they care about the most.

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I am proud to work in association with Countrywide Tax & Trust Corporation Limited, Kenilworth, Warwickshire, which is a huge benefit to my clients. 

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Countrywide Tax & Trust Corporation Limited is an established Legal Company, whose Directors are members of S.T.E.P (The Society of Trust and Estate Practitioners) and offers advice in all aspects of Estate Planning.

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So whether you need a simple Will, or have more complex needs, including Mitigating Tax, we can provide you with the perfect solution to meet your needs.

 

I am here to help and support you at every stage of your legacy planning journey:

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• Visit you at home or your business premises

• Establish your family tree and those really important family members to feature in your plan

• Spend time to really understand what’s important to you including your long term goals for your family and ultimately your wealth

• I should say here that I’m not afraid to ask the difficult questions to help you avoid some common pitfalls

• Create a bespoke plan for your exacting requirements

• Present your plan in simple, jargon free language, with illustrations to bring your plan to life

• Arrange all elements of your plan for you

• Undertake all of the necessary *legal work for you

• Provide you with your *legal documentation which can also be stored securely

• Work with your appointed Executors and Trustees if required

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This is a complete and highly professional service leaving you to get on and enjoy life safe in the knowledge that you’re affairs are well and truly in order.

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*in association with Countrywide Tax & Trust Corporation Limited, Kenilworth, Warwickshire.