Protect Your Legacy
You Worked So Hard To Build

Expert Will writing and Trust planning that safeguards your wealth, reduces tax burdens, and guarantees your life's work benefits your loved ones for generations.

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The Modern Estate Planning Specialists

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Years Of Specialised Expertise

Estate planning isn't a side practice for us – it's our sole focus. We've guided 100's of UK families through every scenario you can imagine.

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Families Protected

From young professionals to multi-generational wealth, our clients consistently rate us 5 stars for making complex planning feel personal and clear.

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Proven Family Protection

Average client saves £47,000 in inheritance tax while gaining complete peace of mind about their family's future security.

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Ratio to Reward

ROI of 10:1 or better through tax savings

Complete Family Protection Services

From essential Wills to sophisticated Trust Strategies — we provide every level of protection your family needs.

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Estate Planning

Comprehensive family protection strategies tailored to your specific situation and needs

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Technical Wills

Professional Will writing with comprehensive protection analysis – not just basic templates

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Inheritance Tax Planning

Strategic planning to minimize your family's inheritance tax burden legally and effectively

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Powers of Attorney

Essential protection for incapacity – ensure trusted people can manage your affairs if needed

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Trust Strategies

Sophisticated protection most families discover they need – property trusts, discretionary trusts, and more

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Probate

Professional support through the probate process – making difficult times easier for your family

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How We Make Complex Planning Simple

A clear four-step process designed for precision, speed, and peace of mind.

1

We Listen to Your Family's Story

Every family is unique. We start by understanding your situation, concerns, and goals — not pushing standard solutions.

2

We Analyse Your Complete Picture

A comprehensive review of assets, family dynamics, and protection needs to identify opportunities and risks.

3

We Design Your Custom Strategy

Sophisticated planning tailored to your family's specific needs, explained in clear, understandable terms.

4

Ongoing Support

Your plan evolves with your life. We provide continuous support and timely updates as your circumstances change.

TESTIMONIALS

What Families Say About Working With Us

The Risks Families Face

67% of UK adults have no valid or up-to-date will.

  • 11,362 probate caveats lodged in 2024 — disputes at record highs.
  • Thresholds frozen until 2030 while property values keep rising.
  • The average family waits 6 years between will updates.
Sources: WillAid 2024, HMCTS 2024, HMRC policy notes.

Why Expert Guidance Matters

HMRC collected £8.25bn in inheritance tax in 2024/25 — a record high.

  • 40% IHT on estates above £325k (36% with charitable giving).
  • More estates caught as property prices rise.
  • Clear, compliant documents prevent conflict and delay.
Source: HMRC 2025 receipts; thresholds frozen to April 2030.

What Families Gain With Nisa

Join the 41% of UK adults who've taken control — with plans that protect people and preserve wealth.

  • Strategies that can reduce IHT (our average client saves ~£47k).
  • Clarity that prevents disputes and preserves family harmony.
  • Ongoing reviews — your plan evolves as life changes.
Figures from client outcome averages & sector reports.
Still Not Sure?

Frequently Asked Questions

Clear, straight answers to the most common questions families ask before they choose us.

Do I really need more than a basic Will?

If your home, pensions and savings together exceed £325,000 (which is most UK homeowners), a basic Will can leave your family exposed to 40% inheritance tax, creditor claims and family disputes. Our Technical Will pinpoints your exact exposure and shows where additional protection adds real value for your situation.

Aren't Trusts only for wealthy families?

That's the biggest myth in estate planning. With IHT starting at £325k and property values continuing to rise, mainstream families benefit from trust protection. Our average client saves ~£47,000 through proper planning while creating clarity and harmony for their loved ones.

Can't I just sort this later when I'm older?

The best strategies work before problems appear. Waiting often limits options and increases costs. Families who plan early access solutions that those who wait simply can't use—and they get peace of mind immediately.

How do I know your Technical Will is worth the extra cost?

Our Technical Will includes a comprehensive analysis of inheritance tax exposure, asset protection needs and family security gaps. Most clients uncover risks worth £10,000–£100,000+ that basic wills miss. The analysis alone typically saves families far more than the Will costs.

What if I get the Will and later decide I don't need Trust protection?

That's fine. Our Technical Will stands alone as complete, professional protection. There's never any obligation to implement additional strategies. Many clients choose trusts only after they understand their specific vulnerabilities and the potential savings.

Will my family lose the house if I need care?

Under current UK rules, your home can be assessed to pay for residential care fees—often more than £60,000 per year. Property protection trusts can help ring-fence your home so it passes to your family as intended. The key is setting this up before care is required.

How does Nisa's process work and how long does it take?
  • Discovery: We listen to your family's goals and concerns.
  • Analysis: Clear report on IHT exposure, risks and opportunities.
  • Design: A tailored plan—no jargon, everything explained.
  • Implementation: We prepare compliant documents; you sign with confidence.

Most families complete everything in 2–4 weeks depending on complexity.

What does a consultation include—and is it really no obligation?

Your consultation is a focused, practical conversation about your family's situation. You'll get clarity on your exposure, your options and the likely impact of each route. It's completely no-obligation—the goal is to help you make an informed decision, not to sell you something you don't need.