Family 3 Kids

Revolutionary protection for your wishes, your family and your assets

We’re the leading estate planning firm for clients of financial advisers in the UK, delivering an unparalleled quality of service via our STEP-qualified estate planners, unique ‘until death’ service, and wider family support.

We give you something no one else does

Relying on a Will alone isn’t enough. It won’t tell your family what you’ve left behind – or how to find it. Probate becomes stressful and inheritance can be lost.

We do much more than a traditional law-firm, so you can give your family the broad financial and practical information they need (not just the legal documents).
 

Your trusted partner

We work with over four thousand financial advisers in the UK, so you can have the peace of mind that the highly personal planning you set up will work for your family.

Fully-comprehensive

Get the right advice on your legal documents, extensive wider planning support, and a personalised handover service for your family. Because no one is simple. 

Solving the chaos of probate

Our award-winning handover service ensures that highly valuable life-information, is there for your to your loved ones when it’s needed – helping them avoid the chaos of probate, get your money faster, and avoid parts of your wealth simply being …. lost. 

Good estate planning isn’t a cost but a high-value investment, that can reward your family for generations to come – whilst saving them distress, and bringing clarity. 

Richard Thomson • Co-founder

As featured in

The Times
The Daily Mail
The Guardian
Financial Times
Investors Chronicle
MoneyWeek
FT Adviser
Professional Paraplanner

What our clients say about us

We're proud to be associated with

STEP Platinum Employer
Best Foundation Corporate Member
Institute of Professional Willwriters
Trading Standards
Cyberessentials Plus Certified

Ready to plan ahead and protect your family?