Glen Vaughan & Associates, Chartered Tax Advisers Chartered Tax Advisors

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Associates

Steve Robinson & Associates

Steve has more than five years experience of working exclusively in the business of writing wills for a wide variety of clients. He ensures that their wills are structured in a way that not only reflects their wishes, but also makes certain that Inheritance Tax is kept to a minimum.

Writing a will is a very personal matter and, with estate values growing, needs to be very carefully planned. Steve will meet with you in your own home and guide you through the whole process: from an initial meeting to establish how you would like your will structured, to being present at the will signing. Steve will cut through the legal jargon and leave you confident that everything has been covered – guaranteeing that the whole process is as straightforward as possible for you.

We will always endeavour to provide a personal service at very competitive rates at a very difficult time. Even after the recent changes to Inheritance Tax, trust planning is still very important within a will, examples of this include, long term care cost mitigation and Inheritance Tax planning for unmarried couples.

Steve has developed a long-standing relationship with a local solicitor who prepares the legal documentation on his behalf. He is also a full member of the Institute of Professional Will Writers; entrance to which is by examination. This organisation also requires members to have up-to-date professional indemnity insurance for up to £2 million per case. Each member is also obliged to complete the required number of hours of professional development each year.

With prices starting from a £120 plus VAT, it’s never too late to obtain the peace of mind that comes with knowing that your affairs are in order.

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