Sevenoaks · London · Buxted
Helping you through
life's financial landscape
Wills, lasting powers of attorney, probate, trusts and inheritance tax planning. Plain English, no jargon, and a straight answer to the question you actually asked.
- Wills
- Powers of Attorney
- Probate
- Trusts
- Inheritance Tax Planning
The group
Four divisions, one group
Choose the division you require and find out more.
Hover over a section of the wheel to view a summary of services offered by that division. Click on the middle or a section to open the appropriate page to find out more details.
01
Legacy & Estate Planning
Trusts · Estate and Inheritance tax planning · Will Writing services · Lasting power of attorney preparation and guidance · Probate assistance · Property inheritance and transfers
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02
Wealth Management
Our independent advice division, with its own team and its own site.
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03
Property Divisions
Everything property related, handled by our sister division on its own site.
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04
Business S.T.E.P.S
Succession, Transfers & Exit Planning Strategies. For owners, helping them ensure their business or proceeds can pass onto the next generation in a tax efficient manner.
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Who we are
Getting your affairs in order, without the fog
Most people know they should sort out a will. Far fewer know what a lasting power of attorney actually does, what happens if they never make one, or what probate will put their family through.
We spend our time explaining that clearly, in language people recognise, and then doing the work properly. Sometimes that starts with a seminar. Sometimes it starts with an hour in a room. Either way it starts with a conversation, not a sales pitch.
Good planning is not about paperwork. It is about making sure that what you have built ends up where you intended, with the people you intended. Tim Henderson, Chairman
What we do
Five things worth getting right
Each one takes less time than people expect, and costs a great deal less than leaving it undone.
Wills
Without one, the law decides who gets what. It rarely decides the way you would have.
Read more →Lasting Powers of Attorney
So the people you trust can step in and act for you if you ever cannot act for yourself.
Read more →Probate
The administration that follows a death, handled for your family rather than by them.
Read more →Trusts
Control over what passes on, when it passes on, and what happens to it afterwards.
Read more →Inheritance Tax Planning
Working out what would be due today, and what can sensibly be done about it.
Read more →Seminars
An hour, no charge, no obligation. Ask the questions you have not wanted to ask.
See dates →Seminars
Come and ask the awkward questions
We run these regularly in Sevenoaks and London, and online for anyone who would rather not travel. No charge, no obligation, and nobody will chase you afterwards.
In person
Sevenoaks
Our home ground. Easy parking, and a cup of tea that is better than it needs to be.
See Sevenoaks datesIn person
London
Set days in the diary for anyone who finds central London easier than Kent.
See London datesOnline
Virtual
A Teams meeting at a time that suits, from wherever you happen to be.
Book a virtual slotReady when you are
An hour with us costs nothing and commits you to nothing. Most people leave wishing they had come sooner.
Contact
Find us
Sevenoaks
Stag House
Dorset Street
Sevenoaks
Kent TN13 1LL
Uckfield
The Chantry
Spotted Cow Lane
Buxted, Uckfield
East Sussex TN22 4QG