About

CL Wills & Estate Planning are a small team of friendly, approachable and highly skilled advisors who provide the highest level of professional advice when it comes to Will Writing, Probate and Estate Planning.

We are an Affiliate member of Society of Trust and Estate Practitioners (STEP), the main professional body for estate practitioners worldwide. Whether you have a complex estate and need help ensuring that your financial affairs are dealt with in a tax-efficient manner, or whether you simply want to make sure certain belongings go to certain people, we can guide you through creating a long-term succession plan that aligns with your personal wishes and best interests.

To ensure our clients receive a fully holistic lifestyle approach to their estate planning we work in conjunction with Oakmere Wealth Management. The team of highly qualified financial planners work with us to provide professional advice for all your financial planning needs including Later Life Planning.

We recognise that every client is unique and as such deserves a bespoke service, tailored to their own financial needs and future aspirations.