ABOUT US
Branch are a specialised estate planning legal practice
PEACE OF MIND
Our mission is to offer a personalised, straightforward approach to Estate planning which provides our clients with the peace of mind that their assets and wealth are protected during their lifetime and beyond.
A TAILORED ESTATE PLAN
Our estate planners will work with you to map out your assets/investments and identify risks. They will propose a tailored estate plan to ensure a tax efficient and legally secure plan is created this will protect your wealth and assets from a wide range of risks, some of which you may or may not be aware of. For example, sideways disinheritance, probate fees, inheritance and other taxes, divorce, bankruptcy and care home fees.
HOW IT WORKS
The Branch Process
Complete our enquiry form or send us an email or give us a call
Our estate planning team will be in touch to find out your situation
We will provide you with our fee quote to undertake your estate plan
Your estate planner will liaise with you to assess your estate and create your tailored plan
Our annual review will ensure your estate plan is up-to-date to reflect any changes you’ve made or any legal changes are reflected accordingly
