Business, Legacy & Family Financial Security Solutions

STARTER

FREE

  • 15-minute consultation call – in complete confidence

  • Free review of any existing will

  • No obligations

  • Free newsletter with relevant legal news and updates

  • Contact Sally to arrange at your convenience

SILVER

£150

  • 30-minute phone / video call consultation

  • Includes report and review of existing inheritance tax planning, beneficiaries, estate, legacies and Powers of Attorney

  • or £200 for a couple

  • These fees will be discounted off any Gold or Platinum services

GOLD

£250

  • Silver package +

  • Basic will

  • Will clarity statement

  • Includes Foreign Property Clause if required

  • or £500 for a couple

  • Silver package fees will be discounted off

PLATINUM

£tbc

Tailormade legacy solutions including:

  • Powers of Attorney

  • Foreign property clauses

  • Business continuation and succession

  • Agricultural clauses and tax relief

  • Tax efficient solutions for your beneficiaries

  • Long-term care planning

  • Inheritance Tax mitigation

  • Family Trusts

  • Divorce and Debt protection for beneficiaries

  • Silver package fees will be discounted off

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I'm here to design a legacy which will protect your wealth for future generations and give you peace of mind, so that you can live your best life.

I work with a very powerful legal team at Countrywide Taxation and Trusts Ltd, and am secure in the knowledge that my technical and legal backup is one of the best.

That means I get to do what I am best at with my clients, which is the planning and designing solutions for final exit strategies! 

Everyone is Different

 

 

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Planning to Protect your Wealth for Future Generations

 
I’m excited to offer you a brand new and unique service to create personalised Wills and Powers of Attorney documents.
What’s especially fantastic about this new service is that it can all be done online in the comfort of your own home and at a time that suits you. Find out more here

Everyone is different and all have their own unique life story to tell and legacy to leave the world.  A will just instructs what is to happen to your life's collection of assets.  I believe I can create a solution for you which captures the essence of your outstanding story.  I ensure these memories are captured and recorded for you and the generations to follow, by giving you a gift of a ghostwriter to write the first chapter of your journal.

THREATS

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CASE STUDIES

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NEWS

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