Estate Planning Advice Service

Wills, Trusts and Power of Attorneys. We’ll help make sure your assets are protected when you’re gone.

Estate Planning Advice

Independent Advice

We’re not tied to specific providers, meaning we’ll find the best options for you from across the market.

Estate Planning Advice

Authorised & Regulated

We’re authorised and regulated by the Financial Conduct Authority, the UK’s financial services regulator.

Estate Planning Advice

Free Initial Meeting

Your first meeting is no cost, so, let’s see how we can help.

What Is Estate Planning?

Estate Planning, or ‘Protect’ as we call it, is all about safeguarding your financial plans. It ensures that your assets and family are protected when you’re no longer here:

  • Wills
  • Trusts
  • Lasting Power of Attorney
  • Care Fees Planning
  • Inheritance Tax Planning

You tell us all the ways you’d like to protect your assets and we’ll structure your Will, so your final wishes have the legal status to be carried out in the way you want.

Essentially, the Protect team are there to make sure what you leave behind goes to the people you want and not someone else you haven’t considered. Especially the taxman!

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pension advice & retirement planning

Peace of Mind

It’s about knowing that everything’s taken care of. We’ll take all the confusing legal jargon and put it in simple easy to understand language, while also busting some of those common myths people have, like:

  • Signing the house to the kids won’t prevent it from being taken in care fees
  • Giving stuff away seven years before death is about inheritance tax, not care fees
  • And much more…

Your Estate Planning Meeting in Teesside

At your first meeting, held at our Planning Rooms location in Preston Farm, you’ll meet our friendly Protect team. They will listen to your concerns and chat about what estate plans you may already have in place, before talking through your options to plug any gaps.

We’ll also look at things like, what you want to happen to your estate when you’re gone and help solve any potential issues.

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Estate Planning

We can help you make the right decision for you and your loved ones.

What is estate planning?

Estate planning is the process of preparing a will, power of attorney, and other legal documents that provide for the distribution of one’s estate in accordance with UK law.

Estate planning can be especially important for people who have accumulated wealth during their lifetime or own a home, or any personal passions they want to leave to family members.

Can I write a will myself?

Technically yes, you can write a will yourself, but you may want to have someone qualified look it over to make sure it’s legal and correct. A will is a legally binding document that dictates how your assets should be distributed after your death. It’s important to have a will so that your loved ones don’t have to go through the hassle and expense of probate court after you die.  Joslin Rhodes can help produce wills and estate documents giving you peace of mind that everything is in order for your loved ones.

What does a power of attorney do?

A power of attorney is a legal document that allows someone else to act on your behalf. Powers of attorney can be helpful to older people and others who want to choose a trusted person to act when they cannot.

Real Advice, For Real People

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Talk To The Experts

Ready to talk? Our friendly team are here to help. Simply pop a few details into the form and we'll be in touch.

Real Advice, For Real People

We'll show you:

  • Estate Planning AdviceWhen you can afford to retire
  • Estate Planning AdviceHow much money you'll need in retirement
  • Estate Planning AdviceHow to make the most of your pensions and other assets to fund your lifestyle

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Estate Planning Advice

"I cannot find fault with the service we received. From the warm yet professional welcome to the financial advice we were given. You as a company should be proud of the service you are providing"

Mr. W