Address: 35 Marthan Court Hickling Way Harpenden AL5 4RW Area Covered: Hertfordshire Company: HERTFORDSHIRE WILLS & ESTATE PLANNING I have been on financial services since 1984 and helped over 5000 clients with tax planning, IHT planning etc. I am aged 62, three grown up children, three grandchildren and been married for 38 years. I decided to specialise…
Address: 35 Marthan Court Hickling Way Harpenden AL5 4RW
Area Covered: Hertfordshire
Company: HERTFORDSHIRE WILLS & ESTATE PLANNING
I have been on financial services since 1984 and helped over 5000 clients with tax planning, IHT planning etc. I am aged 62, three grown up children, three grandchildren and been married for 38 years.
I decided to specialise in Estate Planning, wills, lasting power of Attorney, trusts and probate. The reason for this was after my father died I had to use the Inheritance act of 1975, my Auntie died and there were issues with her will and my mother in law, we had to activate the lasting power of attorney. I realised the minefield and issues that can arise with Estate planning and therefore even though I am qualified to level 5 , I decided that my age, experience professionly and personally can help others.
I am based in Harpenden and do home visits within a 20 mile radius, but will do remote video meetings if required.
I am competitive in fees.
