If you would like further details or to arrange an appointment (at a place and time to suit you) please call us on 0800 781 9406. Our Wills and Inheritance Tax Planning consultants are available 9.30am to 5.30pm, Monday to Friday.Alternatively you can email us with any questions you may have.
We look forward to hearing from you.
If you currently have a Will and your circumstances have changed, or your estate has grown and you are worried about Inheritance Tax, You can request a FREE WILL REVIEW.
Simply click on the button and fill in the on-line form, alternatively call us on 0800 781 9406. One of our fully trained consultants will call you to arrange the best time to review your current Will with you.
Keeping your documents safe
We all know how easy it is to lose or misplace documents that are kept at home, especially if you move house.
Our Document Storage Scheme offers a substantial range of benefits. Firstly you have peace of mind knowing that your vital documentation is safe and easy to locate. You also reap the rewards of having valuable access to a free Legal, Tax and Medical Helpline as well as a free annual Will update service.
Key Advantages
- Secure storage of your Will and associated documents - meaning that irreplaceable paperwork is safe and confidential, and can't be invalidated by accident or viewed inappropriately by family or friends.
- Free Annual Update Service - It's a bit annoying to have to pay a fee every time you want to make a simple amendment to your Will, so we've included a free annual update in our storage service. This covers basic changes such as new address details (if you move house) and the inclusion of new beneficiaries.
For more information on this service please contact us.
