ABOUT US

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Oakwell Estate Planning are dedicated to providing our clients with a straightforward, friendly and no-fuss Wills and estate planning service.

We want our customers to be assured that their affairs are being handled with care, and our priority is to ensure you have the peace of mind that your loved ones are provided for. With careful planning, we can help you decide which Will and other estate planning services are best for you, and always advise in your best interests and offer professional advice in areas such as inheritance tax planning and Trusts. Our friendly team will tailor advice to your specific circumstances, and always treat our clients in the utmost confidence, with sensitivity and compassion. Our many years of experience mean we fully understand it can be difficult to discuss private matters, and we aim to put your mind at ease. Contact our team today, or you can start your Will application online and someone will be in touch with you to discuss your options.

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We offer a range of services from a basic Will writing service starting at £24.99 to a full estate planning service with inheritance tax planning. Writing a Will is one of the most important things you can do for your loved ones, and having a valid and up to date Will in place means that your estate can be effectively and efficiently dealt with in accordance with your wishes. Our Will & Estate Planning Consultants can also advise you on how you can set up a Will to minimise any inheritance tax liability. The law surrounding inheritance tax can be highly complex and confusing, and errors in tax planning can have huge consequences which could leave your beneficiaries in financial difficulty. Instructing a professional Will & Estate Planning Consultant ensures your affairs will be in good hands. By having a valid Will in place you can ensure that those you care about are provided for. Where you already have a Will in place, it is important to review it at least every five years to ensure it still reflects your wishes, your current financial and family situation and any changes in legislation. If there are any changes in your life, such as marriage, divorce, separation or a new baby, you should get in touch with a Will & Estate Planning Consultant at the earliest opportunity to review your Will. The fact is that, if you die without a valid Will, the law will decide how your possessions are to be divided up amongst your family. This can cause a host of problems for your loved ones, both financially and emotionally, and can involve an expensive probate process.

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Professional Will & Estate Planning Consultants

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Our Will Writers provide executor and probate services for our clients, where we take on the responsibility for the administration of an estate and offer advice and support throughout the entire process. We also specialise in creating Trusts, such as Asset Protection Trusts, Trusts for inheritance tax planning, Life Interest Trusts, Pilot Trusts, Personal Injury Trusts and Trusts for vulnerable people. We also provide trustee support, and our Will &  Estate Planning Consultants have experience in preparing deeds of variation and dealing with conveyancing matters.

Lifetime Planning Advice & Power of Attorney

Our Will & Estate Planning Consultants advise on lifetime planning so that you can plan your retirement with the peace of mind that your assets are protected. You can also set up a Lasting Power of Attorney with our friendly Will & Estate Planning Consultants so that your affairs can be looked after by someone you trust, should you lose the capacity to make decisions yourself.

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We care passionately about our clients, and even your smallest wishes are our priority. Our mission is to provide the highest quality service and peace of mind for you that your affairs are taken care of. If you are looking to make a Will, or review your existing one, or are interested in any of our other services, get in touch with our team of friendly Will & Estate Planning Consultants. Give us a call today on 0161 399 0845.

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