Will Protect Estate Planning
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Estate Planning for you and your Family
Estate planning is a complex process with many options and technicalities. If you own property, a business or are post divorce and part of a blended family this process will help you to put in place the structure that you need to ensure that your assets and final wishes are protected for your family and loved ones after you, and ensure that you pay the right amount of inheritance tax. Our expert team is here to help.
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Write your Basic Will
As someone with no or few assets, and a clear idea of your final wishes, and who you would like to leave your assets to, our free will service could be ideal for you. We’ll ask you a series of questions to ensure that you qualify, and the rest is simple.
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Write your Will Today
You might own your own home, or share a home with your partner. You could be married, or living together. What you own will be straightforward and you are employed rather than self employed.
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Lasting Power of Attorney
If you lose mental capacity or become incapacitated through injury or illness in your lifetime your decisions could be taken away from you for your medical care, property and financial affairs and business interests. A Lasting Power of Attorney puts that control in the hands of the people you trust.
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Probate
At a time when you are mourning the loss of a loved one and are supporting family and friends our team can help you through the complexities of applying for probate and executing the will of your lost loved one.
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Welcome from Gavin Perrett

I’m delighted to welcome you to Will Protect. We know that working through estate planning for you and your family and writing a will can be challenging. Contemplating one’s own death is no easy thing, but my team and I believe that estate planning should be a positive process. 

Once completed, you will have peace of mind in the knowledge that your estate will be left to the people who matter to you the most, in the most tax efficient way. And that your final wishes will be carried out. 

We offer two levels of service beginning with our DIY wills to our estate planning service which could include trusts to manage complex financial or family circumstances, which we have tailored to you so that you have the best options for you.

As a business owner, continuity is important, so we offer estate planning for business too.

We offer Lasting powers of Attorney for health and welfare, finance and property and business, as well as probate.

My team and I are here to support you during your time with us, whether that is to create your own will, or to support you through probate and the execution of the will of a loved one

Gavin Perrett Will Protect

Working Alongside you to ensure that your wishes are respected and carried out

You may be considering your options if you become incapacitated and have particular thoughts about how you are cared for that you wish to safeguard. Or you are considering how and who you wish to name as beneficiaries in your estate. And how to reduce your tax liability, protect your estate, and ensure that your final wishes are respected. Or you have lost a loved one and need assistance with probate.

 

We have the expertise and knowledge that you need to help you navigate the many complexities and challenges in establishing the correct legal structure to protect you, your family, and your estate. Our approach means that not only will we advise on how to achieve your aims, but we will also listen and support you through what can be a difficult and emotional time.

Estate Planning for you and your family

Estate Planning for you and your family Will Protect

Estate Planning

If you own property, a business or you have more complex circumstances you should consider estate planning. We will look in detail at your assets, personal and family ciuscumstances and recommend a structure that protects you and future generations of your family. Managing inheritance tax, sideways disinheritance and guardianship require specialist advice and structuring to ensure that your estate is secure.
Bespoke
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LPA Lasting Power of Attorney Lasting Powers of Attorney

Lasting Powers of Attorney (LPA)

Don’t leave yourself at risk of having decisions about your medical care or finances made for you by people you don’t know, and more importantly don’t understand your wishes. Putting Lasting Powers of Attorney in place for Health and Welfare and Finance and Property ensures that you will be looked after and your instructions followed in the event that you are incapacitated through ill health or illness.
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Self Written Wills

Basic Will

Do you have particular possessions that you want to leave to chosen people? Or you own your own home. Our Do It Yourself will may provide you with what you need to protect your assets. Information is provided at each stage, and we have a simple eligibility stage.
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Probate

Probate

At a time when you and your family are mourning the loss of a loved one, probate must still be completed so that the will can be executed. We can take this on for you and deal with the complexities so that you can focus on celbrating the life of your loved one, and take the time that you need to mourn their loss.
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Business Services

Does your business continuity plan consider what to do in the event that you or a key member of your team are incapacitated or die? 
There could be consequences for your business that could prevent it from operating.
Business Estate Planning

Business Estate Planning

In the event of your death, what do you want to happen to your business? Putting a structure in place that clearly lays out what should happen and who your interests should pass to means that your business will continue. CTA
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Business Lasting Power of Attorney

business Lasting Power of Attorney

As a decision maker in your business, you will be responsible for supplier and client contracts, the bank account and other critical aspects of your operations. If you are incapacitated through injury or illness your business could be put at risk. Contracts may not be enforceable, your colleagues may not be able to access the company bank accounts, and staff may not be paid. A business LPA puts in place a legal structure that takes over if you are incapacitated to ensure the continuity of your business.
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Meet the Team

We carry out a detailed fact find

with you so that we really get to know you, your wishes for your family, and what you want to achieve. We firmly believe that having every detail means that we can provide you with the very best advice and guidance.

We’ll provide you with a range of options

based on our detailed fact find so that you can consider the best way to safeguard you, your family, and your estate.

We’ll work with you throughout the process

to put in place the correct legal documentation so that you have peace of mind that when you or your family need it you can be sure it’s all in order and communicates your final wishes.

Client Testimonials

I cannot praise Will Protect highly enough. A personable and friendly organisation, but yet still professional and punctual. Their consultants are happy to work in the evenings to accomodate my work, and happy to explain the process to me. They make the will writing process a breeze, and ensure that your assets will be distributed as you want them to when the time comes. I am happy to recommend their services.
Mr G O’Daly
I would highly recommend Will Protect. They have recently created and registered Lasting Powers of Attorney for us. Following my initial telephone conversation with our advisor, I had no concerns and remained fully reassured about all aspects of the work. Our advisor was prompt, friendly, professional and reliable. I would definitely contact Will Protect again if we required any further work.
Mr & Mrs T Dacre
Will Protect were very efficient and effective in their dealings with us. Their friendly and thorough approach to their task was very reassuring when dealing with the sensitive subject of wills and estate planning. Nothing is too much trouble and our advisor gave freely of his time to ensure we understood and were happy with our wills. We found him to be knowledgeable and competent and have happily recommended him to our friends.
Dr & Mrs R Sharples

Download our FREE Guide to Estate Planning

Guide to Estate Planning