Estate Planning

Thinking ahead

The benefits of planning ahead simply cannot be understated, both for your estate and for your loved ones.

We appreciate that these are sensitive situations, however you can be reassured that our dedicated team of experts will carefully guide you through the entire process of planning all areas relating to your life.

Perhaps you are considering reviewing your Will or planning for your funeral.  We can ensure that legacies are set for your children in the form of trusts.  We will also advise on inheritance tax planning; always ensuring that we give you clear and professional advice.

Call your local office to discuss matters further.

What our customers say

eased any worries

“Helen made a very distressing time less stressful, and eased any worries we had”

PC Google 2

“Explained everything clearly. Treated with respect.”

quick and efficient compilation

“I thank Helen Greenwood for her quick and efficient compilation of my Will.”

good clear advice

“Alexandra was very good at giving good clear advice, efficient with our time and able to give us the information we required in simple terms.  Thank you for a great service!”

most satisfied

“I am grateful for your assistance throughout this protracted Deputyship application process and have been most satisfied with your diligence throughout the whole seven month period. Thank you very much for your help.”

excellent and patient

“We should like to thank you very much indeed for the excellent and patient way that you have helped us with this. Very many thanks, and very best regards”

PC – Google 3

“After I lost my mum the team handled my mums will and the help in sorting out my mother’s assets with great humidity they were kind and very respectfully. I would recommend Rowberry Morris solicitors in Tadley to anyone.”

valued help

“Very many thanks for your valued help in this matter.”

Sara Sullivan, Legacy administrator

“Can I just say what a pleasure it was to deal with you. Always happy to explain, help, and push things along for us. You understood my time limitations and never made me feel that they weren’t acceptable. I really felt that whilst you were working for the estate you had our best interests at…

Private Client – RS

“You can expect a professional and friendly service from the team at Rowberry Morris. We are very grateful for their helpful assistance in ensuring that we gave careful thought to the issues before making our wills and powers of attorney. Their professional advice in an employment matter was very also much appreciated.”

very prompt

“Most helpful at all times, explaining everything well and very prompt.  I have confidence it is all correct.”

very good value

“My father’s estate proved far too complex to deal with at a time when other matters had priority.  It was a relief to hand it all over to Mrs Greenwood who took it over and processed everything that was necessary without any fuss or bother.  I also felt that it was very good value for the…

Want to know more?

To discuss your own individual private client requirements, please get in touch with our dispute resolution solicitors today. Send us a message below or call your local office.