Hertfordshire Wills, Probate, Trusts, and LPAs

Estate Planning Hertfordshire

Our partner, David Barnett is available across Hertfordshire to provide home visits for will-writing and other estates advice.
Click here to book an Appointment

Wills

No one wants to think about their own death, but it is important to ensure that your money and special possessions are left to those that you love. A properly constructed will ensures that this will happen.

Trusts

Using a trust can help protect your money for your loved ones after your death, it can also help you make the most of tax-free options available to you. Speak to us today to set up a trust.

Financial Guidance

Money can be an incredible difficult subject to talk about. Having some financial guidance can help you plan for the future. Speak to us today to see how we can help you.

Probate

When you are grieving for a loved one who has recently passed away, the last thing you want to be doing is dealing with all of their financial affairs. This is the start of the probate process.

Tax Planning

There are many different ways you can reduce the effect of inheritance tax without having to spend a large amount of money or losing a proportion of your estate.

Power of Attorney

As an aging population the realities of losing mental or physical capacity at some point in your life are becoming more and more possible. This is where a Power of Attorney can help you.

Home Visits Throughout Hertfordshire

To make things as straightforward as possible, we offer home visits throughout Hertfordshire for all the above services.
We provide structured meetings to cover all your options and give you plenty of time to think things through.
Home visits are best for many of our clients, as you will have your personal documentation nearby. This can make services much simpler.
We also provide appointments over the telephone or online video call at your preference.
Bees and Co: 01386 244 257
Email: johnbees@beesandco.com
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Estate Planning Advice Herts

David Barnett is a specialist in estate planning. With more than 30 years of experience in financial services and succession planning.
Mr. Barnett understands the difficulties faced by rural families in these matters and provides a sensitive and thorough service.David Barnett, Financial planning advisor to St. Albans and nearby.Make an appointment

Wills and Probate Advice in Hertfordshire

Construct a well-written will with our straightforward approach. Our will writing service (Hertfordshire) simplifies leaving your property and assets in the right hands, even in complicated circumstances. Our advisors place a clear structure around will writing to make sure every eventuality is covered. 

Probate involves completing and filing relevant documents and paying outstanding bills. For families in Hertfordshire, Bees & Co. provides probate support to give executors confidence.

Book a Meeting

Hertfordshire-based LPA Services

Set up a lasting power of attorney to manage financial and personal affairs when you are no longer able. Our affordable LPA services in Hertfordshire help you appoint a trusted person to make decisions on your behalf in straightforward language.

Book an LPA Meeting

Tax Planning – How We Can Help

Whether you’re looking for advice on inheritance tax planning or tax planning advice for landlords, Hertfordshire residents are in good hands with Bees & Co.

With 30 years’ experience in financial services, we have a good understanding of tax laws and how they are changing. Our tax planning services for Hertfordshire can help you contribute the right amount and avoid overpaying.

Receive Tax Advice

Financial Guidance – Serving Hertfordshire

In today’s economy, Hertfordshire residents are looking for support with financial planning: where to invest, how to save effectively, and the right types of accounts for their needs. 

Our clients benefit from our vast experience in the financial sector. We guide you through the different types of ISAs, bonds and investments to make sure your decisions are both efficient and fruitful.

Contact Bees & Co.