Berkeley Trusts and Wills

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A level 4 DipFA qualified Financial Planner specialising in Will Writing, Lasting Powers of Attorney (LPA's), & Family & Business Protection, based in Leigh on Sea, & Southend in Essex. We offer an individual service to our clients, unlike the internet, as one size does not fit all ! We pride ourselves in listening to our clients, and then offering a bespoke service giving them options tailored specifically to their individual needs .We service the Essex community, predominately operating within the Southend, Leigh, Chelmsford, and Brentwood corridor. As much of our activity is centered around business owners we have a specialist in-house Commercial Insurance offering, which can cover...

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Berkeley Trusts and Wills

Documents

Things to consider when writing your Will.

Lasting Power of Attorney are you exempt from paying the registration fees

The alternative costs of not having a lasting power of attorney in place

How to start reducing your Inheritance Tax (IHT) liability.