Who are we

Affinity Estate Planning is a leading provider of estate planning services. We work in partnership with our sister organisation Affinity Financial Awareness which is the one of the largest independent financial advisers in the UK.

The company is a member of the Institute of Professional Willwriters (IPW) which means that we have to comply with the Institute's stringent Code of Practice which has been approved by the Trading Standards Institute. Our services are protected by professional indemnity insurance and our staff are professionally qualified.

What do we do

We advise and arrange Wills, lasting powers of attorney, a range of trusts and associated agreements such as severance of tenancy processes, and probate and estate administration services.

Utilising these arrangements we can also help you to protect your assets against long term care and inheritance tax costs.

How do we work

Our services are normally undertaken by phone which enables us to provide this service at a rate which commonly significantly lower than that offered by a solicitor. However a face to face service is also available if preferred.

For further information please contact one of our team

Call us on 0800 0197714 (option 2) or email us at estateplanning@affinityadvise.co.uk or write to us at

Affinity Estate Planning
Level 1
Bull Wharf
Redcliff Street
Bristol
BS1 6QR