What we do

We work with you to understand your wishes, concerns, requirements and limitations.  We prompt you to consider all the things mentioned and to have a discussion about the desired clarity.

We assist with getting lists organised and completed, Wills made, solicitors identified, and life made easier and less stressful.  Communication is an important aspect of our work; making sure messages are clear and properly directed, notes to special contacts and to family as well as to professional bodies and associates.

If required to, we help you unclutter, value your belongings, dispose of items and identify where specialist items may eventually go to get the best deal. Anecdotes abound but in a recent situation a person was most exercised by where their collection of racing bikes may end up since none of the family had an interest in them or any idea of potential value!  In another case a collection of specialist books, uncatalogued, were left to a grandchild and it was subsequently ascertained they had neither value nor utility. In yet another case a highly valuable collection of watches became fully subject to the deduction of inheritance tax value when an earlier valuation and disposal of these gift would have been obviously beneficial.  It happens frequently, but is also avoidable with some thoughtful planning, timely disposal or gifting.