Trust Will Wise

Wisdom and guidance for the legacy you want to leave behind

We support you with thoughtful estate planning that gives you clarity, care and a reassuring sense of protection so you can feel confident about the future you’re building for the people you love.

Welcome to Trust Will Wise

We recognise that estate and succession planning is not just about legal paperwork. It’s about people, relationships and the legacy that you want to leave behind.

With over 20 years of UK estate-planning expertise, Trust Will Wise advisors provide a comprehensive personal estate-planning service from our base in London, supporting families UK-wide, either in person or remotely via video calls.

At Trust Will Wise, we help families, business owners, couples, individuals, and expat settlers plan for the future with confidence. Our approach blends expertise with a warm human touch.

What We Do

We provide clear, practical guidance to help you plan for the future and protect what matters most. Our services include drafting wills, advising on inheritance planning, setting up trusts, and supporting with powers of attorney, ensuring your wishes are clearly recorded and legally robust.

Wills

A will sets out your wishes and makes sure that after you die, your assets and possessions (known as your estate) will go to the people and organisations you choose.

Trusts

A trust is a highly effective financial planning tool. It is a legal arrangement that allows someone to transfer ownership of assets to another party. These assets can include cash, property, shares, or a life insurance policy.

Estate and Succsession Planning

Without a clear plan, individuals, couples, blended families, and complex situations may face uncertainty and financial instability, especially UK expats with overseas assets and business or agricultural owners with cross-border interests.

ExPats

Whether you are a UK expat living abroad or an overseas expat living in the UK, Trust Will Wise can help you protect your UK-based assets in accordance with UK law and through our international partners, we can help UK expats protect their foreign assets in accordance with the laws of the country of residence.

Powers of Attorney

A power of attorney allows you to give someone you trust the legal authority to make decisions on your behalf, either if you are no longer able to do so yourself or if you choose not to.

Deputyships

Degenerative, physical, and mental illnesses are common situations where it may be necessary to appoint a Deputy to make decisions on behalf of a vulnerable person, particularly in relation to healthcare, property, and financial matters, where a Lasting Power of Attorney is not already in place.

Why people choose us

Our approach is people-centric. Estate planning should feel personal, not clinical. Our conversations are sincere, reassuring and grounded in understanding. Behind every Will or Trust is a family, a story, and a future worth protecting.
Our empathetic style provides:

Warm, supportive consultations
Clear explanations in plain English
UK‐wide meetings and support via secure video calls
Independent ID checks for all clients and named parties
A Will Clarity Statement is included with every Will
Experience with blended families, cohabiting couples, expat communities,
business owners and individuals.
A calm, reassuring process from start to finish.

Commonly Asked Questions

Writing a Will is one of the most important steps you can take to protect your loved ones and ensure your wishes are carried out. We’ve answered some frequently asked questions below to help you understand the process and make informed decisions with confidence.

If you cannot find the information you are looking for, please get in touch and we will be happy to help guide you through the process.

Do I need a Face-to-face meeting to draft my Will?

A face-to-face meeting is not mandatory to establish a Will. Following COVID,
we can now meet online, subject to the relevant proof of identity being
provided and verified.

Can someone be with me when we meet to discuss my Will?

If you are an individual or a couple seeking to establish or update your Wills,
you can bring someone to the meeting. However, there may be certain points
during the meeting when third parties may need to leave the meeting room or
the online session.

We both have children from previous relationships. Can we ensure that certain assets are only inherited by our respective bloodlines?

Yes. Through establishing a Trust for each beneficiary or group of
beneficiaries in your direct bloodline.

Can I protect my business separately from my ‘domestic’ assets?

Yes, if the business you own is a limited company, the business can be included in the Will. Shares will be passed to beneficiaries in the Will. If the beneficiaries wish to have nothing to do with continuing the business, but other interested parties do, then, with a number of estate planning and commercial law statutes, the business can continue after your death.

As a sole trader, the business will cease to exist upon your death, and any business assets will be designated as being part of your personal estate. You can include it in your Will by naming who should inherit it or how it should be wound down.

More about Trust Will Wise

With more than 20 years of experience supporting families to plan for their future, Trust Will Wise is a people-centric service provider. Our values are founded on:

Trust: Our clients often refer us to new clients because they trust our services. With confidence and confidentiality, we will help clients meet their requirements and situations.

Respect: Each individual or couple we meet will have a unique set of circumstances, which we respect without judgment.

Clarity: Estate Planning is a field full of legal terms, phrases, and abbreviations. Our advisors will communicate with you using simple, clear language.

Beyond standard will writing, Trust Will Wise specialise in advocating for trusts where applicable. Trusts provide a level of privacy, protection and control that a standard Will cannot.

Along with over 2,000 advisors, we work in association with Countrywide Tax and Trust Corporation Ltd (CTT), based in Leamington Spa, Warwickshire, and the UK’s largest national estate planning firm. CTT is recognised for its role in the Parliamentary Review, sharing knowledge and raising standards.

Having successfully obtained estate planning certifications and CPD training through CTT, Trust Will Wise is indemnified by CTT and adheres to the STEP Code of Conduct.