About ConsultWisely

Since 1992 we have provided our clients with comprehensive Estate Planning, Tax and Legal services. Within our team of qualified professionals you will find all the specialist skills you need including Estate Planning Practitioners, Accountants, Trust Managers, Probate Administrators, Will Writers, Tax Planners and Legal Document Specialists. We are regarded as experts and we provide technical support and specialist services for other professionals including Solicitors, Accountants and Financial Advisors.

We welcome and encourage work direct from private clients who would like to organise their own affairs in a legally sound and tax efficient manner.

We operate as Wills and Estate Planning Ltd and through a number of individual professionals as personal consultants, all through one office

Our Services

Estate Planning – Ensures you own and manage assets for optimum control, protection and tax efficiency.
Tax Planning – Manages your hard earned assets with minimum loss to the taxman.
Legal Services – Co-ordinates legal documents such as Trust Deeds, Powers of Attorney, Advance Directives (Living Wills), Forms and Returns for the Land Registry and Revenue to implement your plan.
Will Planning – Writes a Will that wills it right by co-ordinating it with your Estate and Tax plans.
Business Succession Planning - Protects the value of your business interests with Partnerships, Shareholders and Cross Option Agreements and Memorandum or Articles of Association. We co-ordinate these documents with your Wills, Estate and Tax plans.
Probate Services – Eliminates the need and expense of banks or solicitors and allows a family to control their own affairs safely, quickly and at minimum cost.
Spanish Will Planning – Avoids Spanish forced heirship with a specially approved Spanish Will written under the Law of England and Wales.
Funeral Planning – Saves money and provides the comfort of knowing that you will get exactly what you want.
Document Storage Services – Uses a safe facility independent of solicitors, banks and other professionals at the Society of Will Writers in Lincoln. Provides Certificates and Executor ID cards and free registration on the National Will Register.