Planning Journeys
Thoughtful estate planning, tailored to where you are in life
Our ethos is a simple one; estate planning should never feel transactional.
We place real importance on every client relationship and provide a genuinely personal service throughout.
​​
While every plan is bespoke, we believe transparency matters from the outset. For this reason, our most commonly requested services are offered at fixed fees.
​​
Whether you need a straightforward document or a more considered plan; we support you through each stage - from early planning to life's unexpected changes.
​​
Every estate plan is designed around your individual circumstances, and a personalised quotation is provided before any work begins - giving you confidence before moving forward.
​​​​
​
Our planning journeys are designed to meet you where you are, while allowing your arrangements to evolve over time.
Legacy
For individuals who want to clearly set out their wishes and safeguard those they care about most.
​A professionally drafted Will, structured to withstand real-life complexity and designed to be truly fit for purpose - providing certainty where it matters most.
​
Includes:
​
-
A bespoke Will tailored to your personal circumstances
-
Guidance on executors, guardians and key decisions
-
Consideration of future changes in circumstances
​​
from £350
​
Unity
For couples who want alignment and peace of mind.
​
Co-ordinated Wills designed to honour both shared intentions and individual wishes, ensuring your plans work together seamlessly - now and in the future.
​
Includes:
​
-
Two bespoke, mirror Wills
-
Guidance on executors, guardians and key decisions
-
Guidance on joint, individual and future arrangements
-
Consideration of future changes in circumstances
​​
from £650
​
Continuity
For those planning ahead for life's uncertainties.
​​
Lasting Powers of Attorney prepared with care, ensuring the right people are legally able to act on your behalf - protecting your wellbeing and decisions if you are ever unable to do so yourself.
​
Includes:
​
-
Lasting Power of Attorney (Health & Welfare/Property & Financial Affairs)
-
Full drafting and registration support
​​
from £300
​
Stewardship
For clients with more complex estates who require a fully integrated planning approach.
​
A comprehensive estate planning journey that brings together key documents and strategic considerations - including business interests, investments, and long-term family objectives - to ensure your entire estate is structured with intention and foresight.​
​​​
​Fees are confirmed once the scope and complexity of your estate are understood.
​
Every client receives a personalised quotation following an initial discussion, ensuring your plan reflects your individual circumstances and wishes.