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Wills

Why you really do need a Will!

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Lasting Powers of Attorney

How would your family manage if you lost mental capacity?

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Trusts

How to protect your home through your lifetime and beyond.

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Funeral Plans

Our Estate Planning Package includes a Will, Lasting Power of Attorney and Fully Guaranteed Funeral Plan.

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Life Assurance

How Life Assurance can help pay your Inheritance Tax

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Business Succession

Protect your business with a Will and Lasting Power of Attorney

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Through Life & Beyond Planning

Thousands of people put off writing a Will each year as they find it a confusing and daunting process which brings their own mortality into focus and makes them realise that they won’t always be here. In today's affluent world, many people do not know the true value of their estates (homes, savings, life policies, pensions and other assets), which can result in them inadvertently leaving their loved ones with an Inheritance Tax problem following death.

At TLB Planning Ltd, our experienced, warm, friendly and qualified Estate Planning Consultants can guide you through the challenge of writing your Will, by simplifying the whole process and tailoring it specifically to suit you. We will chat through your options in the comfort of your own home, helping you with the process of drawing up a robust Will and assisting you with inheritance tax planning alternatives to ease the burden on loved ones after your death.

We believe passionately in setting standards in what is currently an unregulated environment. With this in mind, we work in association with The Will Company, a long-established Will Drafting service with 25 years-experience, whose highly trained staff are all Society of Trust and Estate Practitioners (STEP) qualified Will Drafters and are fully conversant with current legislation. Our Trust and Probate providers are some of the leading specialists in their field, offering both Professional Trustee and Executor services where required.

TLB Planning believes in helping you “Through Life and Beyond”. We will guide you through the minefield of Executor duties, Probate services, Guardianship matters and the legal obligations that will fall upon your family once you have passed away. We also offer many other bespoke Later Life planning solutions such as Funeral Plans, Lasting Powers of Attorney, Trust work and protecting your property against nursing home fees. If you need Life Assurance, Keyman Insurance or just basic Buildings and Contents Insurance, we've got that covered too!