Metric 01
15+
years in trust and estate work
TRUST ADVICE
We set up trusts, guide estate plans, and keep records in order. Clear steps for families, owners, and high-net-worth clients.

Metric 01
years in trust and estate work
Metric 02
families and owners helped
Metric 03
assets and estates reviewed
HOW IT WORKS
Set up a trust deed, trustee roles, and funding notes for family or business assets.

2-week start
From £950
Set up a trust deed, trustee roles, and funding notes for family or business assets.

Monthly or ad hoc
From £750

1-2 week lead
From £650

From £1,200
Map gifts, wills, and trust links so heirs and executors know the next steps.

From £1,450
Review reliefs, gifts, and trust rules to help cut tax risk before key dates.

From £1,100
Help executors gather papers, track steps, and keep estate work moving.
SERVICES
Tell us about the trust, estate, or probate issue, and we map the work ahead.




CASE NOTES
Initial trust review One planning call Trust deed checklist Beneficiary list check Next-step memo
From £950
From £2,450
From £4,950
WHAT CLIENTS SAY
Trust and share notes kept control in the family before a planned handover.

Family Business
Trust and share notes kept control in the family before a planned handover.

Private Client

Probate

Tax Planning

Wealth Holder

Trust setup and review

Succession and family notes

Executor support and papers

Inheritance tax planning
Proof
“They made the trust steps plain and kept our family on track.”

Sarah Winfield
Family business owner, Kent
“Clear papers, clear timing, and no loose ends for our trustees.”

Imran Patel
Property investor, London
“The probate plan saved us weeks and kept the heirs informed.”

Claire Donovan
Executor, Surrey estate
Service area
London, Westminster, Kensington, Surrey, Kent, Essex, Hertfordshire, Berkshire

Area 01
London, Westminster, Kensington, Surrey, Kent, Essex, Hertfordshire, Berkshire

Area 02
Brighton, Oxford, Reading, Winchester, Guildford, Maidstone, Southampton

Area 03
Birmingham, Solihull, Coventry, Warwick, Worcester, Wolverhampton

Area 04
Manchester, Liverpool, Cheshire, Preston, Warrington, Wilmslow
Journal




Questions
Quick answers before visitors choose a product, service, or next step.
Yes. We help choose the right trust, draft the deed, and map who does what before signing, so the plan is clear from day one.
Yes. We record trustee appointments, resignations, and duty notes so the trust file stays clear and current.
We review gifts, trust rules, and estate size, then give simple steps to cut avoidable tax risk for UK estates.
Yes. We coordinate papers, dates, and estate tasks so executors know the next step and miss fewer deadlines.
We work with families, business owners, and high-net-worth clients across the UK who need trust and estate help.
Book a consultation and bring any wills, trust deeds, and asset notes. We will review them and set the plan.
Get short notes on trust setup, tax checks, trustee changes, and probate steps for UK families and business owners.