Estate planning
The services we offer
Our team of estate planning experts offer a comprehensive range of services to clients from all walks of life. Our services are tailored to your particular requirements, whatever they may be. We’ll help you to establish your goals and objectives and then work with you to identify just how you might achieve them. You’ll have more clarity on what you need to do, so you can make sound decisions for you and your loved ones.
Wills
Make sure your estate goes to the people you choose, and name guardians for young children.
Find out more
Lasting power of attorney
Choose who can make decisions for you if you ever lose the capacity to make them yourself.
Find out more
Trusts
Protect family assets, provide for children and blended families, and guard against sideways disinheritance.
Find out more
Fixed-cost probate
Experienced, impartial help to administer an estate, at a fixed percentage fee.
Find out more
Inheritance tax planning
Understand your inheritance tax position and the legitimate ways to reduce it.
Find out more
Asset protection
Plan ahead so that what you have worked for passes to your beneficiaries intact.
Find out more
Need financial advice as well?
Our sister company Omni Financial are independent financial advisers in St Albans: pensions, investments, mortgages, protection, equity release and cost of care.
Q&A
Questions & answers
Which service do I need?
Most people start with a will and lasting powers of attorney, then look at trusts and inheritance tax planning as their circumstances become more complex. We will talk it through with you at the free first meeting.
Can you help with something not listed here?
Very likely. Estate planning rarely fits neatly into boxes, so please ask and we will tell you honestly whether we can help.
Your first meeting is free
Talk to our estate planning team in St Albans. Call 01727 220053 or send us a message.