How We Work

Contact Us

Get to us by calling or emailing and we will conduct a preliminary questionnaire by phone or email to access your needs and guide your journey.
Arrange a meeting

After the first contact, we will inform you about our fees structure based on your needs, and once agreed, an arrangement can be made for a meeting.
One to One Meeting

We take the opportunity to listen to the clients case on one to one basis and understand the best suitable process to be followed for carrying out their wishes as well as having the maximum inheritance tax efficiency for their estate.
Will Drafting

Following the meeting, the most suitable Will will be drafted and delivered in 7-10 working days. Then we will make sure that you sign it according to the law to be legally valid.
Will Review

We will do a review on your wills periodically to update any changes to your circumstances and maintain a good relationship with the clients for their future financial needs.