Business Details
31 Years
experience
Your Trusted Partner for Legal Services Solutions
Established in 1995, our company was founded by Stephen Oliver, a former Financial Adviser, and Tracey Perkins, a legal professional, to address the need for professional Will-writing services tailored to financial advisers. With over 25 years of experience, we specialise in providing expertly drafted Wills, Estate Protection Trusts, Powers of Attorney, and Lifetime Trusts, ensuring seamless integration into client meetings for financial professionals. Our team holds STEP qualifications, including the Advanced Certificate in Will Preparation with Distinction, and we operate under the regulatory framework of the Society of Will Writers & Estate Practitioners. We guarantee Wills drafted within 5 working days, backed by 2.5 million indemnity cover, and offer unlimited free rewrites for stored Wills.Trusted by over 800 adviser firms, including accountants and solicitors, we combine technical expertise with practical support, including training courses and a dedicated helpline. Our commitment to quality is reflected in our code of practice adherence and our role in simplifying complex estate planning for professionals and their clients. We prioritise precision in document preparation, from Severance of Tenancy to Advance Directives, while maintaining a client-centric approach that values transparency and accessibility. Our services extend to legal support through partnered solicitors, ensuring comprehensive solutions for financial and estate planning needs.
Services
Basic Wills
Estate Protection Trusts
Powers of Attorney
Lifetime Trusts
Severance of Tenancy
Advance Directives
Legal Services
Document Storage
Training Courses
Marketing Support
Details
- Year established: 1995
Highlights and features
- 25 years of experience serving financial advisers with tailored Will-writing solutions
- STEP-qualified team ensuring technical accuracy in estate planning documents
- 2.5 million indemnity cover for client peace of mind
- Guaranteed Will drafting within 5 working days
- Trusted by over 800 financial adviser firms nationwide
Associations and certifications
- Society of Will Writers
What people say
Professional friendly team
Excellent training courses
Sound advice available
Accessible support service
Excellent conferences for CPD
Services
Basic Wills
Straightforward Will drafting without Trust creation, ensuring clear asset distribution instructions. Designed for clients with uncomplicated estates, this service provides legally sound documentation to formalise end-of-life wishes. Includes unlimited free rewrites for stored Wills.
Estate Protection Trusts
Trust-based Wills safeguarding assets for future generations. Enables long-term planning by ringfencing property, investments, or funds to protect beneficiaries' inheritance. Particularly beneficial for blended families or complex financial arrangements.
Powers of Attorney
Documentation appointing attorneys to manage affairs during mental incapacity. Covers property, financial, and healthcare decisions through Lasting Powers of Attorney, ensuring clients' wishes guide decision-making when they cannot communicate directly.
Lifetime Trusts
Structures for protecting assets like life assurance, pensions, and property during lifetime. Facilitates controlled succession planning while maintaining flexibility. Utilised for tax efficiency and safeguarding inheritances against future claims.
Legal Services
Complementary legal assistance including property transfers, deed variations, and registration. Partnered with solicitors to handle complex requirements beyond standard Will drafting, ensuring comprehensive solutions for estate administration challenges.
People
Stephen Oliver
Co-Director
STEP-certified expert in Trusts and Estates, Stephen leads training for financial advisers and manages direct client instructions. Former Financial Adviser with 25+ years in estate planning, he authored a specialist guide and prioritises accessible, accurate documentation.
Tracey Perkins
Co-Director
Principal Will drafter with a STEP Advanced Certificate in Will Preparation (Distinction). Specialises in Trust structures, combining precision with client care. Key architect of the company's technical standards and quality assurance processes since 1995.
Zo Oliver
Operations Manager
Manages Store Safe document retention, Powers of Attorney processing, and Severance of Tenancy instructions. Ensures efficient client service delivery while maintaining procedural accuracy in document management and client communications.
Louise Chamberlain
Personal Assistant
Coordinates client appointments, membership services, and website inquiries. Acts as primary administrative liaison for advisers, maintaining organisational efficiency across training, document storage, and client support functions.
Deanna Lear
Office Administrator
Handles document production and client file management with meticulous attention to detail. Ensures all records meet compliance standards while supporting day-to-day operational requirements, combining administrative expertise with client-focused service delivery.
Questions
What services do you offer financial advisers?
We provide Will drafting, Trust creation, Powers of Attorney, Severance of Tenancy, and legal support services specifically designed for financial advisers and their clients.
How quickly can you draft a Will?
Basic Wills are guaranteed within 5 working days, with express options available. Trust Wills and complex documents may take additional time to ensure accuracy.
Are your Will drafter qualifications accredited?
Our team holds STEP Advanced Certificates in Will Preparation, with Distinction, and we operate under the Society of Will Writers' regulatory framework.
What indemnity cover do you provide?
All Wills carry £2.5 million indemnity cover per claim, offering clients financial protection against drafting errors or omissions in document preparation.
Reviews (1)
Cholpon Djanuzakova
Sep 22, 2021
Report
Positive:Professionalism,Quality,Responsiveness,Value
Wealth and Tax Management have been working with Stephen Oliver and his team for many many years. We always received a high class service in a timely manner. Stephen has an extensive experience in estate planning and he is very approachable. Always a pleasure working with him.
Wealth and Tax Management have been working with Stephen Oliver and his team for many many years. We always received a high class service in a timely manner. Stephen has an extensive experience in estate planning and he is very approachable. Always a pleasure working with him.
