Business Details
Your Trusted Partner for Estate Planning Solutions in Cheltenham
Established in Cheltenham, Holding Hands specialises in estate planning, offering tailored Will Writing, Trusts, Lasting Power of Attorney, and Probate Services. With a Diploma in Financial Services and membership in the Society of Will Writers, I provide expert guidance on inheritance tax, income tax, and legal documentation. My approach prioritises empathy and clarity, supporting clients through emotionally challenging times with home visits and transparent communication.Professional indemnity insurance and adherence to regulatory frameworks ensure reliability. Testimonials highlight my ability to simplify complex processes, making estate planning accessible and stress-free for individuals and families across Gloucestershire and beyond.
Services
Will Writing
Trusts
Lasting Power of Attorney
Probate Services
Estate Administration
Highlights and features
- We offer a personal, sympathetic service for complex estate planning needs.
- Our team holds professional qualifications and adheres to regulatory frameworks.
- Home visits ensure convenience and comfort during challenging times.
- Transparent pricing with competitive rates compared to solicitors.
- Professional indemnity insurance guarantees reliability and accountability.
Associations and certifications
- Society of Will Writers
- SWWEPP Certificate in Estate Planning
What people say
Personal, sympathetic service
Straightforward and easy
Prompt and timely manner
Flawless service
Excellent friendly, professional service
Services
Will Writing
Crafting legally sound Wills tailored to individual circumstances, ensuring assets are distributed according to your wishes. Services include guidance on inheritance tax, updating outdated Wills, and addressing complex family scenarios. Designed to provide peace of mind through clear, jargon-free documentation.
Trusts
Creating Trusts to safeguard assets for future generations, including vulnerable beneficiaries. Specialised advice on property held as tenants in common, ensuring estates are protected for children or preferred beneficiaries. Tailored solutions to meet specific family and financial needs.
Lasting Power of Attorney
Establishing LPAs to appoint trusted individuals for health, welfare, and financial decisions. Ensures legal authority to act on your behalf if mental or physical incapacity occurs. Includes guidance on both Property and Affairs, and Health and Welfare LPAs.
Probate Services
Guiding executors through probate processes, including inheritance tax forms and grant applications. Offers home visits to manage paperwork, reducing stress during bereavement. Avoids unnecessary solicitor costs with transparent, personalised support.
Estate Planning
Comprehensive advice on estate planning, including tax implications and legal documentation. Combines expertise in Wills, Trusts, and LPAs to create holistic strategies. Ensures compliance with regulatory standards while prioritising client needs.
People
Lynne Poulston
Professional Will Writer
Diploma in Financial Services holder with SWWEPP certification. Member of the Society of Will Writers, offering empathetic estate planning support. Specialises in Wills, Trusts, and Probate Services, with a focus on client education and accessibility.
Questions
What services does Holding Hands offer?
We provide Will Writing, Trusts, Lasting Power of Attorney, Probate Services, and estate planning advice, all delivered with a personal, compassionate approach.
Why should I create a Will?
A Will ensures your assets are distributed according to your wishes, prevents family disputes, and allows you to appoint guardians for children, avoiding court decisions.
Can you assist with Probate if I'm not using a solicitor?
Yes, we guide you through probate processes, complete necessary paperwork, and offer home visits to simplify estate administration without solicitor costs.
Do you offer home visits?
Yes, we provide home visits in Gloucestershire for all services, ensuring convenience and comfort during emotionally challenging times.
How are your fees structured?
Our fees are competitive and transparent, with no hidden costs. We prioritise value over estate size, ensuring cost-effective solutions tailored to your needs.
Are you regulated and insured?
Yes, we adhere to the Society of Will Writers' regulatory framework and hold professional indemnity insurance for reliability and accountability.
