About us

   I have had many years in Financial Services, where I repeatedly was asking, “Have you made a Will” and 99% hearing the answer ” No but I really must get around to getting that sorted sometime.” So, I believed that with about half the UK population without a will, I would soon be very busy. I found that the same attitude of “sometime” didn’t really go away.

   Then I heard about these mysterious ” Trusts” and Inheritance Tax and how unfair the care system was (and still is) and set out with my usual attention to the minutiae of detail, to study for this more identifiable market. Keeping up with the changes in Legislation wasn’t easy as we didn’t have so knowledgeable Google, or Siri back then. 

   However, once I cracked this area of Specialism, it paid dividends. I was amazed at how much confusion and disinformation existed around Trusts. And also, how so few professionals were confident in this specialist area of expertise. To this day, I am happy to educate Conveyancing Solicitors on the benefits of Tenants in Common ownership of property. Well, those that listen anyway. 

   I also found that UK Laws have may differences from N. Ireland and again, became registered to advise in all Jurisdictions of the UK.  (Many of my clients are ex- NI) We have a fixed price for all our products, and seldom do I hear ” it’s too expensive” even in Ballymena would you believe.

   Passing the acceptance for membership to IPW (still the only Member in N.I.at date of writing) helps to increases my knowledge and professionalism, while giving my clients an extra level of comfort.