Trusted Estate Planning Advice
Why Estate Planning Matters
It's not just about writing a Will
Where your estate passes in the future takes a lot of consideration. Depending on the stage of life you are at, the people around you will play different roles. It's imperative to choose the right people to support your future needs - in your Wills as well as considering a Lasting Power of Attorney.
What is a Will?
A Will is a legal document where you instruct how you want your affairs to be dealt with - naming executors to handle the administration, and beneficiaries to receive your assets.
What is a Lasting Power of Attorney?
There are two types - one that enables trusted people to make decisions about your property and financial affairs, and the second for decisions around your care and wellbeing.
Why might I need a Trust?
Some families use trusts to protect what they pass down from passing on to unintended individuals, or even to manage an inheritance for a minor.
How can AJ Peacocks help me?
We can review your existing planning, or help you write your very first will. We will advise you on the best planning for your needs, and without using jargon!
Peace of Mind for you
Simple
Solutions
Clear
Advice
Control
Only put in place what you want to
17
Years of Experience
What to expect
The simple method behind our success
01
Introductory Call
No obligation 30 minute call to discuss how we may be able to help
02
Face to face or online meeting
Understanding your circumstances fully. Then crafting tailored solutions that align with your core objectives
03
Execution
Drafting the relevant solutions, supporting you to completion with your resulting peace of mind that all is in place
04
Ongoing Support
Monitoring and providing support as needed
Success Stories
Alison has worked with two generations of our family for some years and we feel that we have benefitted from excellent advice that dovetails Wills, Trusts and LPAs. I have recently recommended her to one of my closest friends, not something I'd do without being entirely confident in the advice I have previously received.
Anonymous
My wife and I had the pleasure of working with Alison over the last 7 years during which she provided excellent estate planning advice and set up my trust, and our wills and LPAs. From the time of my redundancy, she listened to our financial needs and concerns. She provided carefully crafted and consistent advice and options, with clear action plans to navigate through the complexities of pensions to arrive at a final personalised estate plan. I would highly recommend Alison to anyone who requires advice on planning their financial estate planning.
​
Anonymous