Will Creation

We handle Will creation efficiently, ensuring your wishes are accurately documented for future asset distribution and  protection.

Trust Establishment

Our team specialises in trust establishment, offering personalised solutions to safeguard your assets for your beneficiaries' secure future.

Lasting Powers of Attorney

Too many families are realising how VITAL having correct Lasting Powers of Attorney (LPAS) in place can be if a family member loses mental capacity

Vast Experience

The Directors, Shareholders and partners involved with Strategic Estate Planning have years of experience in a diverse range of industries and professions but we all have a desire to assist individuals and families in benefiting from effective Estate Planning.

Individually we have handled sudden deaths, serious injuries, business failure, been Executors to estates and acted as Guardians and Attorneys by combining all our experiences we offer an very extensive range of skills and understanding how complex life can be.

Personalised Approach

A major factor in establishing the company was our own experiences dealing with lawyers, solicitors, accountants, financial advisors.

Not everybody wants to have to do a Zoom call and not everybody wants to have to make an appointment and go and see somebody in their office.

In founding Strategic face to face home visits was seen as a key service and making the process a two call system gives clients time to consider our proposals, talk to friends and family and even talk to our rivals!

Quality advice with no hard sell 

Client-Centered Service

Dedicated to fostering long-term relationships. Providing transparent communication, trust, and support throughout the estate planning journey.

We get to know our clients as individuals not a file number and we are always only a phone call or email away.

If you want to benefit from a very personal service with meetings arranged at time to suit you and no pressure the book an appointment