Expertise

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.

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

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.

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:

  • 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

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.

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

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