Estate Planning

Your legacy. Their future.

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Plan for a better retirement.

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Legal protection for your wealth.

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Using your legacy to make a difference

Proud partners of Mehiel Foundation, helping to tackle the underlying causes of poverty and equip vulnerable people with the resources to experience a better life.

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Are you planning to leave a gift for Mehiel Foundation in your Will?

We are specialists in ensuring your wishes are respected after you pass away, and we are here to support you in your decisions for how you would like your estate to be handled.

As part of our partnership with Mehiel Foundation, we are offering a free Will writing service for those who choose to leave a gift for the charity.

The process

The process is straightforward and much less daunting than many people think!

Not got a Will yet?

If you’re ready to write your first Will, your adviser will show you how best to prepare one from scratch.

Already have a will?

If you’ve already made a Will but wish to leave a gift to charity, you can either make a new Will, therefore making any previous Wills void, or you can write a codicil, which is a document used to make changes to an existing Will.

We can advise on the best way for you to leave a legacy in your Will following a short consultation to understand your circumstances and wishes.

Start the process now by entering your details below

I would like to leave a legacy to Mehiel Foundation and

I want to write a new WillI want to amend an existing Will

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Will Review Webinars

Whilst you’re thinking about your Will, why not attend one of our free Will Review Webinars? You’ll discover strategies to build your wealth, minimise inheritance tax liabilities and ensure your family can access every aspect of their inheritance.

Our webinars run on a monthly basis, but if you’re unable to attend a live one, you can view one on demand.