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Best Accreditations

Specialisms

Lasting Powers of Attorney
Trusts
Trusts of Land
Wills

Location

5 Malcolm Gardens, Polegate, East Sussex, BN26 6PN

Member Profile

Steve has been a full-time estate planner since 2001, with a lot of helpful previous experience that broadened the scope of his advice. He considers the most important services to be:
1) Lasting Powers of Attorney – crucially, both types.
2) Regular Reviews
3) Wills
4) IHT Planning
It is the conversation which matters.
He is equally comfortable with clients visiting him or visiting them if they are local. If not, he has dealt with hundreds of clients remotely, so don’t be put off. Video calls work really well.
For more than a decade, he was a Regional Chairman of the Society of Will Writers and Estate Planning Practitioners and has been appointed a Companion of the Society of Will Writers, one of 5 out of 1700 members.
Steve wrote and updated the “Inheritance Tax Secrets” guide before getting too busy.
He also maintains www.TheProbateDepartment.co.uk which is designed to help people deal with a death in the family.

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What Our Customers Say

“Stephen has recently helped me with both types of Lasting Power of Attorney, answering all my questions and guiding me with some difficult decisions. He’s very experienced, professional, friendly and polite. Happy to recommend his services to anyone.” Teresa Fowler

“Good evening Steve, It was a pleasure meeting you, I said to my daughter just like chums chatting yesterday, felt relaxed with you, so thanks for that alone.” Ann B, Hampden Park Eastbourne

“I have consulted Steve several times and he has always gone above and beyond. He is knowledgeable and trustworthy.” John Fullbrook

"Steve was knowledgeable, efficient and friendly. He helped my mother to make her LPA with clear and impartial advice and we would highly recommend his services. A highly professional service at a fair price." Megan Stanfield of Eastbourne

“Stephen provided a brilliant, courteous and professional service. Providing great context with his wealth of experience. Highly recommended” Mark Severs, Eastbourne.
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