Building solutions around
your needs and family wishes.

Based in the South West we are specialists in providing Bespoke Family Trust and Estate planning services. What makes us very different are our “Live Custom Family Trusts”. Our services provide access to unique Estate planning solutions rarely found outside of Greater London. We work closely with our clients to build solutions around their needs and family wishes. Please take a few moments to look around the site and learn more about what we offer and how we work. Of course if you have any questions we are always happy to take a call from you and discuss your individual needs.

Unlike many legal providers, we can arrange to visit you in your home (or private office) on pre-arranged appointments taking care to learn as much about you, your family and your estate before building and introducing solutions that you may be interested in. Our friendly, professional approach is highly valued by our clients, most of whom have been dealing with us for many years.

Wills

Everyone will need a Last Will & Testament one day. But not everyone realises the importance of this document, and the huge peace of mind having one brings. It really isn’t a major headache having a Will prepared, especially with our Home Service where everything is concluded for you without you even having to leave your house – a service that is not commonly available.

Trusts

Many people, often without realising it, will come into contact at some point of their lives with a trust in one form or another. Yet trusts are widely misunderstood and often seen as something just the rich need be concerned with. Our site aims to give a quick overview of how trusts work, what they are most commonly used for and to correct some of the widespread misconceptions held about trusts.