Plan for my future
Often left to ‘another day’, the three connected items of LPA’s, Wills and Probate work together to give you and your family the protection needed after all the hard work in life.
A confidential and personal service dedicated to planning your future
In taking an active approach to planning for your future, your wishes can be fully considered. You can also take time to understand the legal and financial challenges that could be left for your loved ones to manage at a difficult time.
Our service is designed to create a complete estate plan ready for when it is needed, and a plan for your business (if needed). Find out more about our services below.
Our support services
Wills, Probate & LPA's
None of us know what the future holds. Whilst you are working hard running your business it is the perfect time to ensure your hard work is protected and your cared one’s futures have been planned for. Wills, Probate & LPA’s work together to protect your hard work.
Succession Planning
Whether you’re planning on exiting the business in two years or 20 years, it’s important to have a succession plan in place now. A plan should consider unforeseen events, options for succession, sale options, client relationships, and the overall reputation of your business.
Business Planning
You want to be successful; you want your business to be successful and we want to help you be successful. Take time out of your day-to-day activities IN your business to spend quality time focusing ON your business. Together we will build the right plan for you and your business.
Regardless of the services you select all clients will benefit from:
Free ongoing advice
We want you to succeed
Online portals
Access all historic and current accounts or returns at any time
No surprises
We will never send you a surprise bill for calls, emails or meetings
We keep it simple
We're not a fan of jargon either
Peace of mind
If we say we're going to do it, it will get done
Value for money
We work as efficiently and price as competitively as possible
Everything starts with a conversation,
how can we help?
Dawn Smith
Tax & Accountancy
Sian Smith
Business & Development