Wills · Probate · Estate Planning

Leave your family a bigger slice.

For 50 years we’ve helped families across England & Wales protect what they’ve built — from inheritance tax, care home fees, and the unexpected. In plain English, with no obligation.

★★★★★ 4.9 from 548 reviews
50+ years of experience
IPW regulated
Free, no obligation

30-minute consultation

Choose the format that suits you. We''ll listen first, then explain your options clearly.

  • ✓ At our Shrewsbury office
  • ✓ By phone or video call
  • ✓ At your home (England & Wales)
  • ✓ Written summary sent afterwards
Choose a time →

No fee. No pressure. No jargon.

50+
Years’ experience
4.9★
From 548 reviews
5,000+
Families helped
IPW
Code of Practice

Why plan now

Without a plan, a third of your estate could vanish.

Most families dont realise how much can be lost to tax, care fees, or family disputes — until its too late. The good news: with the right structures in place, almost all of it is avoidable.

Inheritance Tax

40% above £325,000. Without planning, families routinely lose six-figure sums to a tax that’s largely avoidable with the right planning, gifts, and reliefs in place.

Estimate your bill →

Care Home Fees

An average of £60,000 a year, paid out of your estate until little remains. The right ownership structures can protect your home for the people you love.

Protect your home →

Family Disputes

Outdated wills, unclear wishes, or no will at all are the leading causes of probate disputes — and the bills can run to tens of thousands. Clarity now prevents conflict later.

Get clarity →

Free 2-minute tool

How much will the taxman take?

Our Inheritance Tax Calculator gives you a clear estimate based on your home, savings, and investments. No sign-up. No sales call. Just a number — and the first step to reducing it.

Sample estimate

Family home£420,000
Savings & investments£180,000
Other assets£40,000
Total estate£640,000
Without planning, this estate could face an inheritance tax bill of around £126,000.
Potentially avoidable£126,000

What we do

Everything you need under one roof.

From a single will to a fully structured estate plan, we handle the work — and explain it in language that makes sense.

Wills & Will Trusts

Make sure the right people inherit, and that what they inherit is protected from tax, divorce, and care home fees.

Lasting Powers of Attorney

Give the people you trust the legal authority to act for you if you lose capacity — for finances and for health.

Probate & Estate Administration

Compassionate, end-to-end help when someone dies — handling the paperwork, tax, and legalities so families can grieve.

Trusts

Practical structures that ring-fence wealth for children, grandchildren, and vulnerable beneficiaries.

Tax Planning

Reduce inheritance tax legally with reliefs, gifts, and trust structures tailored to your circumstances.

Equity Release

Independent guidance on releasing value from your home — done right, alongside the rest of your estate plan.

Working with us

Three calm, unhurried steps.

1

Free consultation

We listen to your situation — your family, assets, and what matters to you. No fee, no pressure, no obligation to proceed.

2

Clear plan, fixed fee

You get a written summary of your options and the cost. We never start work without your agreement, in writing.

3

Documents in place

We draft, check, and register your documents — and check in over the years as the law and your circumstances change.

Reviews

4.9 stars from 548 families.

Real words from real clients across England & Wales.

I didn’t realise families were taxed so much. I thought my money was my money — but it’s not anymore. Glad I came in when I did.

Gordon

Christchurch · Will & tax planning

I really need to look at it for me, even though I thought I was far too young. I need to do it now, I need to do it early.
Vikki

Shrewsbury · LPAs & will

It reminded me of all the things I really must do, that we all think about but don’t actually get on to do. Thank you.

Gillian

Brockenhurst · Estate planning

Graham Loosley
★ 40 years' experience

Meet our senior partner

Graham Loosley

Graham qualified with Ernst & Young and is senior partner at Clarke & Wright and Mercian Accountants. After more than forty years advising on tax and estate planning, he’s known for one thing: explaining complex legal and financial decisions in a way that actually makes sense — calm, clear, and practical.

If youd rather meet him in person first, he presents our free 2-hour seminars across England & Wales.

Ex-EY qualified
40 years in tax & estates
Partner Clarke & Wright, Mercian Accountants
IPW member

Free 2-hour seminar

Prefer to learn first?

Join one of our free, no-obligation seminars across the West Midlands and North — refreshments, free parking, and time for your questions.

“Leave Your Family a Bigger Slice”

A practical 2-hour session covering inheritance tax, care home fees, lasting powers of attorney, and the most common will mistakes. Numbers are limited and allocated first-come, first-served.

  • Wolverhampton28th April
  • Crewe5th May
  • Harrogate12th May
  • Sheffield19th May
  • Hereford26th May

Ready to protect what matters?

One free 30-minute conversation is the difference between a plan in place and a problem your family inherits. Choose a time that suits you.

Or visit us by appointment at Unit 35 Rural Enterprise Centre, Stafford Drive, Shrewsbury SY1 3FE