Learn, Get Support and Protect Your Family
Book a Discovery CallEstate planning, probate, and Lasting Powers of Attorney can feel overwhelming – especially when you are dealing with them under pressure. My resources are designed to give you practical, expert knowledge in a way that is clear, accessible, and immediately useful. Whether you are an executor grappling with probate for the first time, a family member trying to understand an LPA, or someone who simply wants to understand their estate planning options – I have something to help you.
One-to-One Guidance Calls
Personalised calls with me directly – tailored to your specific circumstances, questions, and needs. No call centres, no junior staff. You speak directly with an experienced specialist.
Probate Explained
60 Minute CallFull walkthrough of the probate process, your duties as executor, and your specific next steps
LPA Guidance Call
30 Minutes- Overview of LPA options, the setup process, and your next steps.
LPA Guidance Call
60 Minutes- In-depth guidance on Financial and Health LPAs and all attorney duties.
Attorney Compliance
Check & Call- Full review of your attorney responsibilities with personalised guidance included.
Webinars
I host regular interactive webinars on the topics that matter most to families, executors, and business owners. Each session combines expert content with live Q&A – giving you the opportunity to ask your specific questions in a group setting.
- Secure Your Agricultural Legacy and Minimise Taxes – Free, Open to All
- Probate Explained – A Step-by-Step Guide for Executors
- Understanding Lasting Powers of Attorney – What Every Family Should Know
- Protecting Your Business – Succession Planning for UK Business Owners
- Inheritance Tax Planning for Families – Trusts, Reliefs, and Gifting Strategies
Workbooks and Guides
The Inheritance Guru’s Guide to Will Writing – £8.99
A clear, practical guide for anyone who has never made a will – or who wants to understand the process before booking a consultation. Covers what a will must include, types of will, how to choose executors, and what happens without one.
Lasting Power of Attorney Toolkit – £4.99
A comprehensive guide to the legal duties of an attorney under a Lasting Power of Attorney. Covers record-keeping, best interests decisions, restricted powers, reporting obligations and how to resign if necessary.
Estate Administration, Probate and Inheritance Tax Guide – £4.99
Practical educational guide for Executors, Administrators, Trustees and families in England & Wales. Learn the estate administration and probate process step-by-step, including Inheritance Tax, executor duties, intestacy, estate accounts, legal risks and common mistakes. Designed to help families understand probate clearly and confidently. Educational resource only – not legal or financial advice.
Subscribe for Expert Insights
Join my community of families, business owners, and estate planning professionals who receive regular expert insights on inheritance tax, estate planning, probate, and LPAs. No jargon. No hard sell. Just practical, actionable guidance from 35 years of experience.