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Your Estate Planning Toolkit

Your tools for planning a happier, more secure future for yourself and your family.

Your Estate Planning Toolkit

Your guide to all the tools you can use to create the secure future you want for yourself and the people you care most about.

Take control of your future for lasting peace of mind

You are always there for the people you care about. With the right planning, you can continue to look after them long after you are gone, and live a long and happy life of security, dignity and resilience.

Smart Estate Planning

Smart estate planning gives you and your family long-term security, and keeps you firmly in control of your life and your finances, whatever may happen. Before you begin, it's important to be empowered with all the knowledge you need to make rational, informed choices about what's right for you.

We use a range of modern tools to help you build and protect the future you want. To help you make informed choices, browse the information on this page, so you know exactly what each tool is for, how it's used, what it does, and what it costs.

And to make it easy and cost-effective for you to choose the most suitable strategy, we've put together the most effective combinations of tools in a range of Estate Plans, which achieve different outcomes and suit different budgets. So you're bound to find a solution that works for you.

Before you start, take some time to read our guide to the eight crucial questions you must ask yourself before embarking on an estate planning journey. That will help you clarify your aims and identify the solution that works best for you.


"We decided to seek advice about estate planning because we wanted to understand how to efficiently protect our assets and pass them safely to our children and grandchildren. We also wanted to put as much help in place for our family as possible, so as to make things as easy as possible for them when the time comes. We liked Gina’s patient and diligent manner in answering our questions and guiding us to the right solutions. Gina explained everything to us with great clarity, making concepts we were unfamiliar with accessible and clear. We particularly liked the fact that Gina came to see us in our own home without our having to make a special request; this is just the way she works. It was so much easier for us to relax and talk freely in the comfort and privacy of our home. Having put the right estate plan in place we feel that we have ticked a big box. This was something we knew we had to get round to. Now it is done and sorted and we don't have to worry about it anymore. We have also gained a clear understanding of the measures that have been put in place and why they are important. "

Matt & Betty R

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