Think of it as an investment in your children's future
A FULL HOME PROTECTION TRUST PACKAGE GIVES THE ULTIMATE PROTECTION AND INCLUDES:
Our focus is to build long-term relationships with our customers
and to help them make the right, well-thought-out decisions to protect their assets.

Monica Salvioni Reeder

David Richardson
About The Company
Our aims are to protect the assets of the over 60’s, of which I am one. My policy is to always give a friendly, personal service, with no rush, giving you, my clients, the best possible advice in plain English.
David Richardson, Director
Protecting your assets...
We can help you protect your asests whilst you retain enjoyment of them, during your lifetime and for your children and grandchildren

FREE Legal Service Clinics
We hold FREE Legal Services Clinics in different towns each month in Plymouth, Exeter and Taunton where anyone can drop in to discuss their worries and get advice on any matter that we specialise in.
Please phone us on 0800 014 8031 to find out if there is a clinic being held near to you.
All advice is given completely free of charge and without obligation.
Why Plan ?
There are many threats to personal wealth and the family home. Relationships are more complicated today and so sitting down and planning helps preserve your assets at the right time; when you still have them!
Controlling your assets now gives peace of mind and a surety that you are looking after your family and loved ones in the future.
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Everyone needs to be aware of the threats
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Safeguard your wishes for the future
In most cases we offer interest free (0%) terms to pay for almost any service, and for Trusts we will agree a reasonable deposit followed by 24 monthly payments at 0% interest. Please contact us for more details.
Inheritance Tax (IHT) Mitigation
Currently a single person’s estate attracts no Inheritance tax on death if the assets are below or up to £325,000. Known as the Nil Rate Band.