Employee Benefit: Wills
Our workplace benefit scheme offers a complimentary basic Will for every employee within the organisation, coupled with a 50% discount for their partner. The employee incurs only a £10 + VAT charge to cover post & packaging and administrative expenses.
What we are providing
We offer you, as a valued employee, a comprehensive suite of services to assist in crafting your Will. Our offerings encompass Lasting Power of Attorney, Trusts, and Inheritance Tax Planning.
How do we work
Our Will writing service offers you the option of a face-to-face or virtual consultation with one of our expert Will writers. We delve into your unique circumstances, provide tailored advice, and draft a Will aligned with your needs.
During our appointment, we openly discuss any potential concerns in your situation, aiming to create a comfortable and supportive environment. If you feel confident about the identified aspects, you can proceed with the basic Will.
In our initial meeting, our primary goal is to provide you with advice tailored to your situation, empowering you to make informed decisions about the next steps. The only "catch" is that if we excel in our service, which we believe we do, we kindly request that you recommend us to your family and friends – it's that simple!
Peace of mind
Protection
Inner Calm
Friendly Support
Happy and want to proceed...
It's quick and easy to book an appointment at a time that's convenient for you. First complete the form below, we'll have a 5 min chat to establish your needs and to find a time and day that suits for the full appointment.
We offer each prospective client a free appointment. These are usually run 'virtually', although face2face (Tyneside) can also be arranged.
A pre-appointment form is sent out by email to complete, which takes down most of your details, meaning I can focus on the advice tailored to your circumstances in the appointment itself.
Following this I'll send you an outline of my recommendation for your circumstances, for you to come back to me to confirm if you wish to proceed.
Jane Nicholson
I've had an extensive career, working in various sectors of sales and business management for 25 years, I've also ran my own restaurant/cocktail bar!
5 years ago I made the jump in to protecting families and helping the people of South Tyneside and beyond! What I love the most about my job alongside the flexibility is the great satisfaction of knowing how much I have helped a client.
I'm an experienced and fully qualified Protection Advisor & Will Writer; I like to make the appointment as informal as possible, helping make the process nice and easy, not boring and morbid!
I'm super passionate about helping families with children who have a disability. My brother Gary has a condition called Angelman Syndrome, so I know first-hand how to protect your estate, making sure your beneficiaries receive what they should, when they should.
When I am not helping people write their Wills or advising on their protection policies, I'm on the board of Trustees at
AnglemanUK, I also enjoy snowboarding, mountain biking, skateboarding and paddle boarding!
