Testimonials

"Pamela's attitude is both professional and sensitive, with a touch of humour which makes thinking about your demise so much easier. Her advice is sound, her attention to detail superb and she delivers exactly what she promises."
Client, colleague and friend.

“I come across many wills specialists in my work - it is one of those CRITICAL things that I ask all my clients to have in place. Pamela is the one I recommend. She makes the process clear, concise, accessible and above all, understandable. She is very clear about what elements of will planning are critical, useful, or helpful for each client's personal circumstances.” March 17, 2008 Martin Sparrow Owner, Suretax Accounting

“As an accountant I recommend that my clients have their wills reviewed every few years. As a result I am often approached by 'wills experts' to recommend their services. Pamela is of of the few I am very happy to work with (and in fact used her myself). You really should see her "before you go".” March 31, 2008
Top qualities: Personable, Expert, High Integrity
David Nicoll Certax Accounting

“As a commercial and residential finance broker I rely on referrals for much of my business. It is therefore most important to me to ensure that anyone I recommend to my clients does a thorough and professional job for them. I consider Pamela to be very knowledgeable in her field and would not hesitate to recommend her to any of my clients.” April 7, 2008
Tim Walker Owner, TWBusiness Services Ltd

“Our company deals with many Will Writers on behalf of our clients. Pamela has stood out by consistently demonstrating her desire and determination to deliver an exemplary service to clients through her willingness to 'go the extra mile'.” April 9, 2008
Stephen Jones Managing Director, Clear Solutions Wealth & Tax Management Ltd

What if...?
...I want to protect my assets for my children, but still have access to them during my lifetime?

One of my clients wanted to do just this, so we worked together to create a Will with a family probate trust alongside it. A family probate trust allows the settlor to be a beneficiary, so this type of trust can't be used to reduce future inheritance tax, but it does make probate cheaper and simpler and protects assets from being assessed if the settlor has to enter long term care.

What if...?

...I have a Will, but it was written a number of years ago?

Legislation changes, circumstances change - and it's possible that your Will no longer safeguards your original intentions and wishes. One such client was convinced that her Will (drawn up ten years' ago) would still serve her purposes. Unfortunately, she was recently in need of long term care and already her home is up for sale to pay for it.

I will take all your considerations into account when advising on making a Will. Inheritance Tax is an important concern, but just one of many.

"Thanks to Pamela, I am more aware of potential problems and have, with her help, avoided them all AND saved my children from an inheritance tax bill of more than £114,000! What could be better?"
An ex-pupil and client from Leamington Spa.

"A true professional who is determined to make sure that the fullest extent of legal care is extended to each and every client to ensure that their dependants receive exactly what was intended."
A colleague in Leamington Spa.