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Best Accreditations

Specialisms

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

Location

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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What Our Customers Say

Kerry came to our home, as my wife was unable to travel and went through and explained the process, information was gathered, and the draft wills were produced in a quick time. The signing of the wills had to be brought forward as my wife had taken a turn for the worse, so Kerry visited after hours at the hospital to get the wills all signed by myself and my wife, much to the relief of both of us. I can only say a great big thank you to Kerry and her team in producing the wills to our satisfaction. I would recommend Kerry and her team should any legal advice/wills be required. Mr & Mrs B

There were a number of routes I could have taken and they explained every option to me, in detail. They really do know the laws around Wills and I felt extremely confident in the advice and help I was given. It was a very straight forward, easy seamless thing to do and I now can rest, with peace of mind, that when I pass on my affairs are all in order. Thank you all so very much. Mrs N
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