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Best Accreditations


Inheritance Tax Planning
Lasting Powers of Attorney
Lifetime Gifting
Trusts of Land


13 The Courtyard, Timothys Bridge Road, Stratford upon Avon, Warwickshire, CV37 9NP

Member Profile

At GJ Estate Planning, our legally qualified Trust and Estate Practitioner can help you to protect your wealth and the inheritance of your loved ones. We have over 17 years of experience in the Private Client sector, and can help you with all aspects of estate planning, including:

• Wills: A will is a legal document that outlines your wishes for how your assets will be distributed after your death. It is essential for everyone to have a will, regardless of their age or net worth.
• Lasting Power of Attorney (LPA): An LPA is a legal document that allows you to appoint someone to make decisions on your behalf if you become incapacitated.
• Inheritance tax (IHT) planning: IHT is a tax that is paid on the value of assets on death. There are a number of ways to reduce the amount of IHT that you pay, and we can help you to explore your options.

We understand that estate planning can be a complex and daunting task to undertake and we offer a personalised service that is tailored to you.

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