Will Writing, Estate Planning and Trustee Services
Our service includes advice on:
- Personal Estate Planning, including wills and enduring powers of attorney
- Specialist Trusts for school fees planning, provision for disabled relatives etc.
- Business succession planning including formation or review of limited companies.
- Construction of shareholder and partnership agreements
- Asset protection strategies for inheritance tax mitigation, defence against hostile creditors and local authority long term care charging
- Probate and estate administration
- UK residential conveyancing
- Document storage
If you would like to know more, please contact us
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D G Owens
Chartered Management Accountant
34 Saxon Way, Old Windsor
Berkshire SL4 2PU
Or call Don or Katie on
01753 856762
Testimonials
I have worked with Don, for the past 7 years. When I first started with Don my accounts were a real mess, after having worked with two previous accountants who were more focused on me fitting in with there way of doing things than what my business really needed. Now my accounts are in much better order thanks to Don, who has provided a truly professional, reliable and flexible service.
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