Part of the Co-op Group

Estate Planning

grandmother with mother

We are specialists in legal, estate and later life planning. Our Estate Planners offer a national service across England and Wales, in the comfort of your own home, and are able to provide advice on a range of legal, funeral and inheritance plans that give you and your family protection and peace of mind, now and in the future.

People plan ahead for almost everything. From planning for holidays or that special birthday, to saving to move house or longer term retirement plans, you are constantly planning for the future.

However there is one thing that is often over looked or left too late. And that is making sure that you have plans in place that protect you and your family now, and throughout your later life, as well as making sure that you are able to protect your assets and take care of your loved ones when you die.

6 reasons to plan now

  1. Gives you and your family peace of mind, now and in the future
  2. Removes any stress and worry
  3. Makes it clear what you want to happen if you become unable to make decisions yourself
  4. Protects your home and savings for future generations
  5. Makes sure you can leave as much as possible to your loved ones
  6. Removes financial burden from your family

It may seem that there are lots of difficult decisions to make when looking at planning for you and your family’s future security. However with a little guidance and support you can quickly make sure you have plans in place that will give you the peace of mind you want.

If you have any questions about you future planning needs or about any of our services then simply give us a call on 0800 110 5221 or request a callback

We will be happy to answer any of your questions and to arrange a visit where one of our experienced and specialist Estate Planners will undertake a no obligation legal and estate planning review with you.

This company has given me the very best of professionalism in a very friendly and caring way, offering advice and choices pertaining to my personal situation.
B. Womack

Very friendly, knowledgeable and efficient advice without any pressure whatsoever. Would certainly recommend the company to anyone.
I. Kenworthy