Our initial fact find is FREE and has no obligation to use our services.
We will visit your home or office and find out where you are, what you want to do and make suggestions how you achieve those aims and give an indication of the cost .
After the meeting we will send you a written report you can share with friends family and advisors.
If you wish to go ahead we re-visit and complete the instruction agree the payment method and start the process off
Once the application is in hand we will keep in touch with you and then send out draft documentation before we re-revisit to complete all the signing.
We will advise on where the completed documents need to be sent/stored
In the Long Text section please provide brief description of what areas you are interested in..
Wills, LPAs, Trusts, Limited Liability Partnerships, Family Investment Companies, Tax Mitigation.