THE RIGHT ESTATE PLANNING STRATEGY CAN SAVE YOU THOUSANDS
Trusted advisers in estate and tax planning for individuals, families, and business owners.
Whether you're planning for the future, protecting your assets, or ensuring your loved ones are provided for, having the right advice matters. We help personal clients and business owners navigate the world of tax and estate planning, offering clear, strategic guidance tailored to each unique circumstance.
You’ve worked hard to build a life for yourself and your loved ones. Our goal is to help put the right protections in place so that your wealth is preserved and your wishes are carried through for the people who matter most.
We’ve brought together a team of experienced professionals, including chartered accountants, solicitors, and independent financial advisers, to deliver cohesive, expert advice. Working collaboratively, we develop tailored strategies to protect your wealth, reduce unnecessary tax, and ensure your loved ones are taken care of.
Our work focuses on building robust, future-proof strategies
We keep the process simple, transparent, and always centred around your best interests.
PLAN TODAY, PROTECT TOMORROW
Our Process
Our process is designed to be clear, thoughtful, and tailored to you. From the first conversation to putting your plan in place, we guide you every step of the way with expert advice and a personal touch.
Below is a list of steps outlining how we typically work:
- Get in touch
Use our contact form, or reach out directly via phone or email — all details are on our contact page. - Initial phone conversation
We’ll have a short introductory call to get an understanding of your needs and introduce some key estate planning concepts. - Book your first appointment
We’ll arrange a meeting with one of our advisers — either in person or over Zoom, whichever works best for you. - Initial consultation
During this meeting, your adviser will walk you through the key areas of estate planning and carry out a fact-find to understand your personal goals and circumstances in more depth. - Your personalised strategy
We’ll prepare a detailed strategy report tailored to your situation. This will be presented and discussed with you in a follow-up meeting with your adviser. - Questions & clarity
We’ll take the time to answer any questions you may have, making sure you’re confident and comfortable before moving forward. - Implementation
Once you’re ready to proceed, we’ll act on your instructions and provide drafts, a summary of the worked carried out, and a commentary within 7–10 working days.
If you already have some form of estate planning in place, we invite you to take advantage of a forensic personal estate planning review free of charge, designed to give you clarity and confidence. We’ll look at what you currently have in place and explore how it can be enhanced. Our focus is on safeguarding your loved ones and helping you plan as tax-efficiently as possible.
OUR FEEDBACK
Testimonials
Mr and Mrs L
WEST YORKSHIRE
“We found Joshua Jacob’s approach to be very professional, but also relaxed in way that put us at ease. We were offered guidance in terms we could understand which allowed us to move forward with what we required. We would highly recommend Joshua Jacob to other people.”
Mrs E
HAMPSHIRE“My brother-in-law knew I wanted to arrange a Trust and a new Will and suggested I contact Joshua Jacob who had been recommended to him via his IFA. I’m delighted to say I did. They were very professional and listened to all I had to say, putting forward suggestions when required and guiding me through all the legal terminology I wasn’t familiar with. I am delighted with the service provided and am assured my wishes will be honoured. I highly recommend Joshua Jacob.”
Mr and Mrs M
DERBYSHIRE“We found the team at Joshua Jacob explained everything clearly to us as we went through the process. A very professional service.”
Clive Stevenson
DIRECTOR AT KIRK HALLAM HOMES LTD“Joshua Jacob were invited to review our business, mindful of any risk inherent to them. The report was clear and easy to understand. We have engaged with Joshua Jacob and continue to receive a high level of service.”
Helen Kitchen
FINANCE DIRECTOR AT HSL CONSTRUCTION“We were introduced to Joshua Jacob last year with a view to reviewing our Cross Option arrangements. Joshua Jacob were extremely professional, giving us clear advice and support through every step of the process. Many thanks to Simon, Frances and the rest of the team.”