Personal

We all know that day to day family life can be hectic enough with next week’s exam or tomorrow night’s sleep-over! But when there is time, a bit of planning is needed whether it’s for holidays or the next stage of education.

Sensible planning also means mapping out your affairs for the future, so that loved ones are looked after, not burdened, in your later years and beyond. When you have worked hard to get where you are, you will want things sorted without a great deal of fuss and to ensure if you can that the taxman does not keep taking yet more of the fruits of your labours.

We provide a tailored will preparation service at a realistic price. We meet to discuss all your basic requirements and identify any specific need for further tax planning opportunities that may make further investment worthwhile.

We also advise on the related and increasingly difficult matters of attorneyship and the Court of Protection.

Whether or not your friend or relative left a will, we can help with the administration of any estate as well as advising on all trust-related matters.

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“Ailsa was very helpful. She went through a lot of detail with me and put it across in a way which I can relate to.” AE, Ilminster

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“Very easy and simple!” – BD, Yeovil