In 1992, my Nan left me £9000 in her Will. I used that money to start the company, and so I really understand the impact a Will can have.
David Batchelor
Founding Partner
It’s all about you
You are reading this because my Nan left me £9000 in her Will. Without that gift, I would have never started the company, over 3000 families would not have been helped, and millions of pounds would have been passed to the tax man!
The power of gifting on life or death should never be overlooked. Just imagine how you can change the world and the lives of your family even after you’ve passed away.
It’s all about your family
The money that you leave to your family has the ability to change their lives for the better… or worse.
At Wills & Trusts, we understand that we all need to think about the people behind the numbers. With us you are never a number because we believe in old fashioned face to face relationships with our clients.
Our
Foundations
The foundations of everything we do is built on our values:
Build
We believe in building and protecting legacies for future generations one family at a time
Face to Face
We like to do business face to face. It’s the foundation of the relationships we build, helping us to really listen and understand your values and priorities.
Value not time
Our fees are charged on value not on time which keeps the focus on doing the best possible job not billing the most amount of hours.
Protect
Our purpose is to protect your lifetime of hard work for future generations making sure your children don’t waste it by being unprepared.
More than just Money
Legacy is more than just money. It’s the passing of memories, knowledge, wisdom as well as wealth.
Want to know more?
Book
A seminar
Discover all you need to know about Wills, Inheritance Tax and Pensions by attending one of our free public education seminars.
To make the right decisions for your financial future, you need to understand all of the options available to you. With the right information to hand, you can plan confidently for tomorrow, while enjoying today.
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