Bespoke Advice on Wills, Trusts, and Estate Planning

Regardless of age or wealth, we make it easy for you to protect what you love

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Do I need a Will and if so what type?

Thinking deep into the future can be overwhelming, but having a Will is a simple step that makes a huge difference with the right advice. The right Will helps you look after your family, decide who gets certain belongings, or how assets might be shared and more.

Wills and Trusts are personal to each of us, and if you want to know what type is best suited to you then don’t worry. Our friendly expert advisers are here to help you figure it all out. Book an advice meeting on the button below.

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What is a Lasting Powers of Attorney (LPA)?

An LPA allows you to appoint a trusted person known in this case as your attorney, able to make decisions for you if you’re unable to do so. Often due to illness, ageing or other circumstances that have affected your mental capacity.

Why consider an LPA? To safeguard your future, grant you peace of mind knowing that regardless of what life brings your way you have a reliable person in your corner aligned with your preferences. You can speak to us with any questions on the button below.

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Contentious Probate

Disputes over Wills or inheritance can arise during difficult times, causing additional stress and challenges for families. At Soteria Planning, our experienced team provides sensitive and expert support in managing contentious probate matters, working to resolve disputes efficiently and fairly. We help families navigate these complexities with professional mediation and guidance, aiming for positive outcomes that reduce conflict and bring clarity. Our focus on transparent, compassionate support makes Soteria Planning a trusted choice for contentious probate services

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Court of Protection and Deputyship

When a loved one loses mental capacity, managing their financial and personal affairs can become complex. Soteria Planning specialises in navigating the Court of Protection and Deputyship process, ensuring that families gain the legal authority needed to protect and support their loved ones. Our expert team assists with every step, from applications to ongoing responsibilities, making sure deputies have the guidance they need to fulfil their roles confidently. We understand the importance of compassionate, straightforward advice, making us a reliable partner in safeguarding your family’s interests.

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The Soteria Planning Promise of Quality

"Every member of the Soteria team believes in the power of truly listening to our clients. This will be proven when you receive our advice.

Our promise is to deliver clarity, empathy and transparency for every client."

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Get Peace of Mind: The 4 Steps

Step One: Book your appointment with one of our advisers confirming a time and date that works for you.

Step Two: Ask as all the questions you need answers to, and we will ask you the questions you haven’t thought of that shape the future planning for you and your loved ones.

Step Three: Drafting your documents, reviewing them with you and witness signing for your security.

Step Four: Official storage of documents and payment of terms.

Are you in the right place?

Let Jamie Shepherd (Soteria Founder & Managing Director) help you out by pressing play on the video below.

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