Secure Your Future with Ongoing Estate Planning Support

Estate planning isn’t a one-time task, it’s an ongoing commitment to protecting your legacy and ensuring your loved ones are taken care of. With my estate planning subscription service, you gain continuous access to professional guidance, ensuring your Will, Trusts, and financial plans evolve alongside life’s changes. From annual reviews to strategic adjustments, I’ll help you navigate new circumstances, tax law updates, and family dynamics to keep your estate structured efficiently. This means your family won’t be left vulnerable to unexpected legal complications or unnecessary tax burdens. By staying proactive, you safeguard your wealth, minimize risks, and ensure a smooth transition for generations to come.

Silver Service

  • 2 Half Year Reviews

  • Personalised Estate Tracker

  • Bespoke Recommendations From Consultations/Review

£200

Gold Service

  • Quarterly Reviews

  • Personalised Estate Tracker

  • Bespoke Recommendations From Consultations

  • Access To Contact Line*

£500

Emerald Service

  • Quarterly Reviews

  • Personalised Estate Tracker

  • Bespoke Recommendations From Consultations

  • Access To Contact Line*

  • Annual Review For Family**

  • Unlimited Basic Wills***

£1000

Ruby Service

  • Quarterly Reviews Fore Entire Immediate Family

  • Personalised Estate Tracker For Family

  • Bespoke Recommendations

  • Access To Contact Line*

  • Unlimited Basic Wills***

  • Claim Free Microsoft Office 365****

£1950

* Access To Contact Line: Gold service gives you access to messaging service, you can reach me or my team 10am to 4pm, Monday to Friday. Emerald gives you the additional Benefits of extended hours of contact between 9am to 9pm Monday to Friday, 11am to 3pm on Saturdays (excludes bank holidays). Ruby gives you everything Emerald does but with the additional benefit of a direct contact number, with the Ruby Service I would be your personal consultant for your estate planning and ensure you and your family have everything in place for generational planning and wealth building

** Annual Family Review: With Emerald you get the additional benefit of doing a review with your entire immediate family. this is to ensure we plan for your estate for them to inherit if that were to be the case and plan for their estate to be manage and inheritance tax efficiently as possible. it’s a great way to ensure your lineage is best prepared. With Ruby family is limited to 5 people any additional may incur additional charges.

*** Unlimited Basic Wills: redraft your Will as many times as you want, whether you move house and want to change the distribution, you get access to unlimited basic Will changes.

**** Claim Free Microsoft 365: I have partnered with Microsoft to offer my Ruby Service clients with an Office 365 suite for them and their family, this gives the family a seamless way to stay connected and store/protect their vital documents. every user will get 1TB of cloud storage along with access to all of the Microsoft Apps (Words, Excel, PowerPoint etc).