Best Accreditations
Specialisms
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.