The Wills and Estates Company
With over 40 years’ experience in the legal profession we are equipped to deal with any matter relating to your Will, your Estate and your later life planning.
Speak to David
Our Director David is a commercially aware individual with proven experience in business development and client relations. Throughout his career his focus is always on building trust and rapport with his clients and maintaining long term relationships.
With a background in law and having further consolidated his knowledge in estate planning and investment solutions with a national Trust Corporation he now focuses on providing UK residents with products and services for later life planning and investment schemes such as EIS and Business Relief which qualify for saving income tax, capital gains tax and inheritance tax in the future. Please don’t hesitate to contact David for further details of the opportunities he has at the moment.
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Mission Statement
Our Vision
Is to provide estate planning and asset preservation service where customer care is first priority.
Our Purpose
Through strategic and service excellence, our aim is to become the nation’s first choice estate planning legal service provider.
Our Values
Trust
We build relationships that are in the interests of all involved.
Transparency
We pride ourselves on providing complete visibility into the successes, and failures, of our business. It is an integral part of our culture as we collaborate and work towards a common goal.
Integrity
We are honest, transparent and committed to doing what is best for our clients and stakeholders both internally and externally.
Make a Difference Every Day
We constantly push ourselves to be at our best, we focus on solutions and drive continuous change to make a real impact through our talent, enthusiasm and hard work.
About Us
We are a professional company who are wholly focused on guiding you to the right solution, so that you will always have the ultimate choice – as to what is best for you and what you wish to achieve.
We have senior barristers, solicitors and tax experts on hand to provide support and ensure your journey with us leads to the right outcome for you.
We work with Zedra Trust Company (UK) Limited who provide where applicable professional trustee services to enable the protection of UK residents’ assets.
Why Choose Us?
Specially trained professionals
FREE no obligation legal advice
Peace of mind and client care
Robert SteinDavid was extremely helpful from the moment we first spoke and he was very efficient in making the whole process as smooth, simple and fast as possible. I would highly recommend David to anyone.
Caroline WellsContacted The Wills and Estates Company for some information and advice. David explained everything in a clear and understandable way to enable our family to make the right choices. Fast and professional service, would highly recommend
Paul MchughWe were recommended, from our financial adviser, David's services and how good he was. We weren't disappointed. David got in touch and arranged a time to suit us and came to the house. He was very precise and clearly knew his craft and dealt with all our questions in a very clear manner. We recommended his services to a family member who was just as satisfied with David's professional service and friendly approach. We highly recommend David.