Do you live in England or Wales?

Yes
No

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I am seeking advice

For myself only
For myself and my partner

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What is your relationship status?

Married
Widowed
Divorced (or Seperated)
Single
Unmarried with Partner

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Do you have children or stepchildren?

Yes
No

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Are any of your children or stepchildren under the age of 18?

Yes
No

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Do you wish to exclude anyone from your Will (e.g. an estranged child or ex-partner)?

Yes
No

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Do you own a property (or more than one)?

Yes
No

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Do you have more than £100,000.00 in cash, savings or investments?

Yes
No

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Do you have pension pots worth more than £100,000? (These are private pensions where you build up a pot of money — not the NHS/Police/Teachers type that pay a guaranteed income.)

Yes
No

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Are you concerned about Inheritance Tax (“IHT”)?

Yes
No

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Are you concerned that disabled or other vulnerable beneficiaries (such as those with addictions) would not be able to manage their inheritance or losing their state benefits?

Yes
No

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Are you concerned that any of your beneficiaries might not spend their inheritance wisely (e.g. due to third party influence)?

Yes
No

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Do you already have Lasting Powers of Attorney?

Yes
No

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If you lost capacity, for example through accident, stroke or dementia, would you let strangers such as social workers instead of your family make decisions about your finances and health?

Yes
No

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What is your relationship status?

Married
Civil Partnership
Unmarried

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Do you have children or stepchildren?

Yes
No

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Are any of your children or stepchildren under the age of 18?

Yes
No

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Is your wish to provide for your on the first death?

Yes
No

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Which of the following best describes who you would like to benefit from your estate after you have died?

Children or Stepchildren
Other Beneficiaries

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Do you wish to exclude anyone from your Wills (e.g. an estranged child or ex-partner)?

Yes
No

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Do you own a property (or more than one)?

Yes
No

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Do you have more than £100,000.00 in cash, savings or investments?

Yes
No

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Do you have pension pots worth more than £100,000? (These are private pensions where you build up a pot of money — not the NHS/Police/Teachers type that pay a guaranteed income.)

Yes
No

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Are you worried about the government taking your home or savings to pay for care?

Yes
No

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Do you want to protect your children’s / beneficiaries’ inheritance if your met a new partner or changed their Will after your death?

Yes
No

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Are you concerned about Inheritance Tax (“IHT”)?

Yes
No

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Do you want to protect your inheritance from being lost in a divorce?

Yes
No

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Do you want to protect disabled or other vulnerable (such as those with addictions) from mismanaging their inheritance or losing their benefits?

Yes
No

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Do you want to protect your inheritance from poor judgement or manipulation from others who might influence them?

Yes
No

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Do you already have Lasting Powers of Attorney?

Yes
No

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Are you worried that if you lost capacity, for example through accident, stroke or dementia, strangers such as social workers make decisions about your finances and health instead of your family?

Yes
No

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Enter Your Details

Please enter your name, email address and telephone number

We will contact you to give you your options for solving these issues which includes a free no obligation consultation with one of our expert solicitors

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Thank you for submitting your details. One of our solicitors will work on your bespoke Estate Plan and email it to you within a week. You will have their full contact details if you wish to discuss anything further