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Welcome to Trafalgar
Estate Planning.
Wills
Wills and Trusts
Lifetime Trust
Lasting Power of attorney
See what our customers say...
Caroline Wilson
"What they have done for me has made sense of something otherwise incomprehensible."
Kamlesh & Dipikaben Patel
The quality of service is highly professional.
Stephen & Dawn Sleigh
After a recommendation over 5 years ago, it’s the best thing I’ve ever done.
Malcom & Paula Harrison
Everything is explained so we can understand it fully.
Mark & Erica Brown
Everyone is very friendly, approachable and talks about finance and wills on our level.
Johnny & Hina Devabhai
They make complicated things simple.
Bernard & Susan Toon
Professional advice and reassurance given to us which has put our future plans into perspective.
Allan & Paula Moorcroft
We trust them & their advice. We really get on well with them.
Russ & Yvonne Williams
Everything is explained in layman's terms, which makes us confident in what we are doing.
What makes Trafalgar Estate Planning Different?
Having qualifications and experience in both Financial Services and Estate Planning allows us to offer you a unique service.
Financial Advisors focus on Financial planning, sometimes considering inheritance tax (IHT), but are not qualified in Trusts or Taxation. Estate planners focus on wills & Trusts but will only have limited knowledge in IHT. Dealing with these separately can sometimes lead to conflicting or missing advice, which you may not be aware of. Having this combined knowledge in one place is what sets us apart.
This is the Trafalgar difference.