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Estate Planning

Estate Planning is the process of anticipating and arranging, during a person’s life, for the management and disposal of that person’s estate during their life, making sure wishes are followed, and minimising the amount of taxes due on the estate after death. Putting savings, investments, life policies or assets into a trust can play an important part in estate planning. .

Want to start planning for your family’s future?

Contact Us

We would love to answer any questions or schedule a free consultation. Please feel free to call us at any of our offices or send us an email by completing  the form below.

If you would like to speak to an adviser in your local area, please call direct on one of the numbers shown, or leave a message below leaving your postcode, and we will have an adviser that covers your area.

Which Services Are You Inquiring About?

01432 343322

Head Office

Kemble House

36-39 Broad Street, Hereford HR4 9AR

01495 213958

Abertillery, Gwent

0121 5169191

Birmingham, West Midlands

01179 728780

Bristol, Avon

01594 800912

Cinderford, Gloucestershire

07815 784258

Derby, Derbyshire

01743 356661

Longden Common, Shropshire

01952 305025

Loughborough, Leicestershire

01354 662533

March, Cambridgeshire

01785 748281

Stafford, Staffordshire

01329 608684

Titchfield, Hampshire

01744 895989

Wigan, Lancashire