One of our fully trained Estate Planning Consultants will visit you in the comfort of your own home, at a date and time that suits you. They will provide you with bespoke advice, based on your specific requirements. Any such advice will be given in everyday language to ensure that what is recommended to you is as clear as possible. More Info
OVER 10 YEARS OF EXPERIENCE
We have over a decade of experience within the Will writing and Estate Planning industry. In that time we have accumulated over 20,000 clients. This experience enables us to provide bespoke solutions, with the minimum amount of fuss, whatever your circumstances may be. However complex and unusual you may feel your situation is, we really have seen it all before! More About Us
A REGULAR REVIEW OF YOUR CIRCUMSTANCES (AT OUR COST)
Our clients can contact us at any time to review their circumstances. Additionally, we contact our clients every three years. Sometimes changes in your life may not appear to impact upon the Estate Planning provision that you have in place at the time. However if there is anything that does need to be addressed, we can always assist you in identifying it and resolving it at your review meeting.
Since our inception we have acquired over 20,000 clients. As a forward thinking and conscientious company, we always ask our clients to provide us with feedback so we can ensure we keep doing the things our clients like and improve on the things they tell us they don’t like so much. The result of this initiative, we are proud to say, is that the feedback we receive equates to us having provided world class levels of customer service to our clients. View Testimonials
What we do
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Mr A and Mrs A are in their forties and married. They have three children under 18. Mr A has a child (now aged 25) from a previous relationship. Mr & Mrs A die in a car accident. They never made Wills. The father of Mr A is alive, fit and healthy. The mother of Mrs A is alive but suffers from early signs of dementia. Where will their estate go? Who will look after the three children who are under 18?
Mr A and Miss B are partners. They are not married. They own their house jointly and both contribute to the mortgage. They have two children. Mr A and Miss B wish to “…leave everything to each other and then to the children in equal shares.” Their assets are their house valued at £500k and a bank account in the name of Miss B of £150k which she inherited two years ago. This couple is at risk of paying £130k of Inheritance Tax completely unnecessarily. What planning needs to be done to mitigate this risk?
Mr A and Mrs A (ages 68 & 70) currently have Wills which leave “…everything to each other.” And then, subject to a survivorship clause of 28 days, leave everything to each of their three children in equal shares. Mr A and Mrs A own their house jointly and it is valued at £300k. Over the years Mr A and Mrs A have kept their finances separate. Mr A has built up assets in his own name of £330k and Mrs A has built up assets in her own name of £20k. Tragically Mr & Mrs A both die in a road traffic collision. Why does the survivorship clause in the Wills disadvantage the children by £122k?
What our clients say about us
“I was treated with utmost courtesy in a relaxed and stress free interview, without any pressure in a sensitive situation.”
“Overall very satisfied. I have no reason to believe that the service was anything other than good value for money. Mr Goodale’s affable professionalism sold me this service.”
Mr BoomeEast Grinstead
“The attestation help and service given has been far beyond what I could have wished for – thank you.”
“Good purchase experience from start to finish. Hand held approach to complete documents. A great help.”
Mr & Mrs MoodyRomford
“Superb. Especially when compared to my previous Will Writers. I have already recommended your services to several friends.”
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