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Virtual coffee morning with lawyers and professional advisors

Discuss wills, finances, inheritance tax & lifetime planning with us at our virtual coffee morning

0330 828 1325

We may not be able to easily meet face-to-face to discuss your will and other lifetime planning considerations during the COVID-19 pandemic, so we’re taking our coffee mornings online.

Our wills, trusts & probate lawyers are offering 20 minutes of their expertise on a no-obligation basis to help answer your queries. Our lawyers’ aim is that by the end of the discussion you’ll come away from it feeling informed, less daunted and positive about planning for the future.

And if you’d like to speak to a financial advisor, we’ve once again teamed up with R T Financial Planners. They’re also offering free consultations during the coffee morning.

The virtual coffee morning will take place on Friday 9 April 2021 from 10am – 1pm but your appointment will need to be booked in advance of the day.

Free 20-minute discussion from the comfort of your home on wills, lifetime planning or finances

Pre-book your appointment using the form and we'll liaise with you beforehand on the time, the person you'll meet and instructions on how to take part in our virtual face-to-face meeting ahead of the day

Pre-book your FREE appointment to speak to us during our coffee morning

Virtual coffee morning

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We may not be able to easily meet face-to-face to discuss your will and other lifetime planning considerations during the COVID-19 pandemic, so we’re taking our coffee mornings online.

Our wills, trusts & probate lawyers are offering 20 minutes of their expertise on a no-obligation basis to help answer your queries. Our lawyers’ aim is that by the end of the discussion you’ll come away from it feeling informed, less daunted and positive about planning for the future.

And if you’d like to speak to a financial advisor, we’ve once again teamed up with R T Financial Planners. They’re also offering free consultations during the coffee morning.

The virtual coffee morning will take place on Friday 9 April 2021 from 10am – 1pm but your appointment will need to be booked in advance of the day.

Let's meet face to (virtual) face over coffee to see if we can help

It is widely reported that many people have not made a will, or kept their will up-to-date. Without proper provisions for the future, many people are at risk of having their estate distributed in a way that they wouldn’t choose after they’ve passed away. Many find the process daunting, or they simply haven’t gotten round to creating one.

Or you may have queries on your finances. RT Financial Planners can provide advice, from straightforward ISAs to much more complex and holistic retirement, trust and estate planning.

Why speak to us?

We're rated in independent legal guides The Legal 500 and Chambers. We're Lexcel-accredited, a national standard awarded only to firms with excellent pratice management standards and client care, and we've been operating for over 70 years.

The legal stuff

  • These consultations will go like hot cakes, so are subject to availability.
  • You acknowledge that advice given during the 20-minute consultation is based upon the information made known to us during the consultation. We accept no liability for any loss that you suffer if our advice is incomplete or incorrect because you failed to disclose full or sufficient information to us during the consultation. 
  • If you ask for a meeting with a financial advisor (we’ve teamed up with R T Financial Planners for our coffee morning) your details will be shared with them so they can contact you to arrange an appointment.

What people say about us

  • "Professionalism, efficiency and friendly manner very quickly put any concerns away"
  • "The client service is excellent, with quick responses, very considerate staff and a real willingness to help."
  • "I would not use anyone else - quick, knowledgeable and excellent customer service."
Contact us