Templar Estate Planning providing bespoke professional Estate Planning Solutions
Our office is located in the heart of Caversham, Reading, Berkshire. We are your local expert Will writer and estate planner but we serve any location – in the UK or beyond and have many worldwide international clients. Location is no problem for us!
Will writing • Power of Attorney • LPAs • Wills with Trusts • IHT reduction • Property Protection •
Probate • Long term care fee planning• Bloodline Planning • Mortgages • Protection
Why Choose Us
We a long established business (2002) with a history of reliability and a strong reputation supported by our reviews and testimonials.
We operate from a bricks and mortar office in Caversham, Reading, Berkshire, which you can visit and speak with us face to face.
We provide a first class service to meet your needs and protect your assets and family over generations.
Free consultations
- We take the time to fully understand your needs
- We will only recommend what you need
- Plain-English advice
- Flexible meeting options (home, office, online)
- Transparent pricing
- Expert advisors
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- Plain-English advice
- Flexible meeting options (home, office, online)
- Transparent pricing
- Local expertise
Heading sample
- Plain-English advice
- Flexible meeting options (home, office, online)
- Transparent pricing
- Local expertise
Services Overview
Wills
We offer a full range of competitively priced Will writing services to cover all circumstances and needs. From simple Wills to sophisticated Wills using Trusts to maximise asset protection.
Trusts
We can set up various types of Trusts to protect assets whilst you are alive and after you have gone. Protect your assets from threats and retain wealth within your family.
LPAs and POAs
We specialise in drafting and registering Lasting Power of Attorney (LPA) and Power of Attorney (POA) documents for you so that you can appoint trusted representatives to make decisions for you and ensure your needs are meet in the event of both short and long term incapacities.
Inheritance Tax Planning
We provide expert death and lifetime planning to minimise Inheritance Tax payable on your death. This is time dependant and often needs to be done in phases so the sooner you start the better.
Meet The Team
David Robinson
Director/Estate Planner
Claire Titcombe
Office Manager
Mark Boulle
Solicitor
Laura Russell
Estate Planning Consultant
Excellent service, we would recommend David and Templar estate planning
spoke to a lady called Claire who was very helpful, and went through the process with me over the phone ,then booked an appointment to go in and see a gentleman called David, very professional and catered for all I needed for my Will, I was very happy with the service and would recommend to anyone looking to do a will , look into Templar estate Planning.
I was listened to , and felt fully informed of my options .
Both Claire and David have always put me at my ease and I felt confident they would understand and advise on any matters that arose both from making a will and sorting out a LPA.
I got in contact with them as a result of a personal recommendation and am happy to pass this on.
How It Works
Identify your needs and objectives
You will complete a simple form in respect of your family structure, your assets and your liabilities. During your free no obligation consultation, we will have a friendly plain English conversation to understand what you want and need to achieve.
Present our recommendations
We will present our recommended solutions to your requirements, alongside transparent pricing for you to then choose.
We will answer any questions you have to ensure you fully understand everything and no sales pressure is applied.
Information gathering and data input
When you have decided what you want to do, we will work with you to gather all the necessary information to enable us to draft your documents.
Once we have entered your information onto our system, we will send you an order summary to check that everything is correct.
Document preparation and completion
Once you have approved the order summary, we will prepare your documents ready for your signing. We will fully explain the documents and ensure that everything is signed correctly. We liaise with any external parties on your behalf.
Secure your future, book a free consultation today.
We can meet in person at our office in Caversham, in your home, via telephone or video call.
Ready to get peace of mind about your future? Book a free consultation today.
We can meet in person at our office in Caversham, in your home, via telephone or video call.
Frequently Asked Questions
What is Estate Planning?
Your estate is made up of everything you own. Estate planning puts together a clear plan to protect your assets, your loved ones and to minimise tax.
It ensures your exact wishes are implemented regarding how you would like your estate to be managed and distributed on your death, or managed during your life should you become incapacitated.
This can involve both death planning and lifetime planning.
Are your consultations really free and am I under any obligation?
Yes! Our initial consultations are free and you are under no obligation to use our services.
Do I need to have a Will that uses Trusts?
Not necessarily. For some, a more traditional basic Will could be more appropriate. At the free initial consultation we will assess your circumstance and objectives. We then present options and costs to enable you to make an informed decision. We never put you under any pressure.
However, a simple Will will not offer protection against:
Long term to care fees;
Marriage after death;
Generational IHT;
Divorce of beneficiaries;
Insolvency of beneficiaries;
- Beneficiaries losing means tested benefits.
How can I ensure my mentally disabled child will be financially secure?
The use of Trusts is important for securing the future of mentally disabled children and could offer tax advantages.
Otherwise paying an inheritance direct could mean existing benefits and support is lost and leave the money vulnerable to gold-diggers or them to exploitation.
Trusts and trustees can ensure their best interests are always met in the most tax efficient manner possible.
Are Trusts not very expensive and only for the rich?
On the contrary, most find our Trust products to be very reasonably priced and affordable, particularly when considering the protection they create, the amounts of extra money that can be kept withing the family and the peace of mind they create.
Why should I pay you to produce LPAs? Can't I do them myself?
You can draft your own LPAs and register them yourself with the Office of the Public Guardian (“OPG”).
However, if you make a mistake you may be charged the registration fees again and delay the registration process. 10,000s are rejected by the OPG every year.
Mistakes on the LPAs, particularly with instructions or preferences can cause problems using the LPAs, or even mean they cannot be use as you intended.
We give full advice on what is most appropriate for you, draft the LPAs (including any instruction or preference clauses) and guarantee their registration.
We also give free advice and support after regsitration to you and your attorneys.
I have mobility problems can you come to me?
If you are within the Reading area, we can usually come to you. If you are a greater distance we can still come by special appointment or conduct things remotely by telephone, email, post and/or videocalls.
You can get more updates on Youtube
5 threats to your estate assets – Templar Estate Planning explains five main threats to your estate
Marriage after death and the risk your children or grandchildren may lose out
Divorce of beneficiaries – ex-spouse of a child or grandchild could take some of your estate
Long term care fees. Protect your house from having to be sold to pay for long term care fees.
Generational Inheritance Tax ("IHT") means IHT can be paid on your assets multiple times
Creditors and bankruptcy attacking your assets after death. How to protect your assets.
Lasting Powers of Attorney – LPAs. The benefits of setting up LPAs now.
Will clarity statements – to prove the validity of your Will and protect it from challenges.
Explore Our Recent Arcticles
We regularly draft useful and insightful stories and news items relating to Estate Planning and IHT.
Lasting Power of Attorney
Problems with no Will
There is the potential for many problems after you are gone causing your loved ones unnecessary issues at a difficult time. Preparing a Will will put your mind at rest, it will ensure that your loved ones are looked after in the manner you want.
Read More →Working in association with
Why make a Will? Templar Estate Planning's cartoon video explains why you need to make a will.
Templar Estate Planning