Wills
Drafting a Will is not usually an expensive process.
Making a Will is just one part of effective estate planning and offers peace of mind, a key element to us all. Knowing that your wishes will be fulfilled and that your nearest and dearest are provided for at what will be a painful time for them is of great value …and drafting a Will is not usually an expensive process.
Managing risks, maximising returns, minimising tax.
Knowing your child and/or pet will be cared for in your absence is going to be high on the list and this can be arranged. You will also hold financial wishes – leaving a legacy to support charity perhaps – and may have specific funeral preferences. The management of all your property and assets is taken into account and the objectives can be expressed quite simply: managing risks, maximising returns, minimising tax.
Of course, in reality, no two situations are the same and we know that no two clients are the same. We offer highly personalised, 'bespoke', advice.
Drafting a Will is not usually an expensive process.
Making a Will is just one part of effective estate planning and offers peace of mind, a key element to us all. Knowing that your wishes will be fulfilled and that your nearest and dearest are provided for at what will be a painful time for them is of great value …and drafting a Will is not usually an expensive process.
Managing risks, maximising returns, minimising tax.
Knowing your child and/or pet will be cared for in your absence is going to be high on the list and this can be arranged. You will also hold financial wishes – leaving a legacy to support charity perhaps – and may have specific funeral preferences. The management of all your property and assets is taken into account and the objectives can be expressed quite simply: managing risks, maximising returns, minimising tax.
Of course, in reality, no two situations are the same and we know that no two clients are the same. We offer highly personalised, 'bespoke', advice.
Interested in this service?
We are happy to carry out meetings in person, over the telephone or by your preferred virtual platform.
A classic approach
Communication
We strongly believe in the benefits of developing long-lasting relationships with our clients.
We aim to be approachable, easily contactable and offer a broad, inter-discipline, assessment of client needs. We are happy to meet via telephone or virtual meeting, but still prioritise face-to-face meetings where possible.
Collaboration
We work closely across our departments to ensure that specialist knowledge and experience is accessed; when queries arise, there will always be someone available who understands and can deal with your concerns.
We are also keen to work alongside other key stakeholders and individuals; land agents, accountants, your existing solicitor or financial adviser, and of course, your family.
Community
As a firm we are keen to promote and involve ourselves in the community, and to support local charities and initiatives, such as Jeremiah’s Journey, St. Lukes, the Plymouth Argyle Community Trust (Project 35), Emotional Logic and the Ivybridge Brewery.
The South West is a beautiful places to live and we are proud to be based here, we’re therefore keen to help where we can.
Testimonials
“We used SW Law and Finance for equity release, and what can be a life-changing process was explained in detail, with excellent professionalism”
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“We could not have had a more helpful and courteous experience. I would definitely recommend to others”
“An outstanding and friendly service as always, thank you”
“Excellent. Friendly staff and very professional. Thank you”
Contact us
Lee Mill Industrial Estate
Ivybridge, Devon
PL21 9GD
United Kingdom
