Resources & Insights
Here you will find more information that will help you with your Will making and Estate Planning or just things we like and hope you will too. We will constantly update our pages or add new sections – so please let us know what other good things you would like to see here!
News and Articles
Have a browse through our news and article pages informing on all aspects of Wills and estate planning.
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Frequently Asked Questions
Have a question or are not sure about something regarding Wills? Take a look
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Our Client Reviews
We are delighted to receive reviews from our clients, and invite you to take a look
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Our Information Videos
To help us all understand more about Wills and estate planning we have put together a series of short animated videos designed to answer any initial questions and to help you think about the type of service you might require.
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Promotions and Special Offers
Looking for a good offer? You’ve come to the right place! Here you will find our current promotions and special offers.
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Our Community
We are passionate about our local community here in Caversham, Reading. We will share posts highlighting what catches our eye, be that other local business delivering amazing service to events and general things of interest.
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Some of our reviews
Simple, honest and very helpful without being pushy.
Easy to talk to and takes the time necessary to get the important points across. It is clear that he does understand the issues which is important to us.
Excellent service, we would recommend David and Templar estate planning
Excellent service, we would recommend David and Templar estate planning
When Templar Estate Planning prepared my will for me I felt very comfortable and at ease,it’s lovely that they go threw things step by step and listen to your every need and prepare just wot you want to the letter.Doing a will and going to a solicitor can be very scary but the fact there not suited and booted made me very uncomfortable.I would highly recommend them to anyone wanting to make a will.
David was brilliant in sorting out our will and POA. Explained everything in detail. No sales pitch of hard sell. Definitely can recommend him to anyone wishing to get their estate planning in order.
David spent a lot of time with my elderly parents, carefully and clearly explaining all the options open to them. Nothing was too much trouble - even when they came back to him several times to ask for info on other matters. His knowledge and suggestions were incredibly useful. My husband and I were so impressed we will be getting him to re-do our wills. We all highly recommend him.
I have been putting off for ages taking action to arrange Powers of Attorney, despite knowing how important it is do this. I found David Robinson and staff at Templar Estate Planning extremely helpful, explaining very clearly and patiently (given that I am 85 years old) the processes involved, and providing useful material to take home and read. I followed his directions and the forms are now ready to be sent for registration.
Dave was super helpful coming to us to discuss at our home due to disability. No big sales pitch or exaggerated claims for what he could save us in IHT …just matter of fact stuff that will benefit us and make things more secure for our kids. A bit of a dent in the IHT likely to be paid is a bonus and he has shielded our Estate from inheritance monies in future.
Needed a Will and decided to try 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.
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.
Both David and Claire were very helpful and informative. David explained the options available to me and listened to my personal circumstances before making relevant suggestions as to how to make a Will
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.
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.