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Estate Planning

Future Generations

Phoenix Estate Planning

Estate Planning

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WILLS, TRUSTS, LPAs, IHT, ESTATE & LEGACY PLANNING
PROTECT YOUR WEALTH, PLAN FOR THE FUTURE & TAKE CARE OF YOUR LOVED ONES

Planning for the future by making a Will or Trust and ensuring your loved ones are well taken care of after your passing, is the best way to ensure a seamless transfer of your Estate and your Legacy, to the people you love the most.

At Phoenix Estate Planning we explain all your options as you make these decisions. We are a Society of Will Writers (SWW) regulated and qualified specialists, who provide quality, jargon-free and honest advice about your Estate and Legacy Planning.

Our dedicated specialists provide Will Writing services, setting up Lasting Powers Of Attorney, creating Trusts and all aspects of Inheritance Tax & Estate Planning services. We can save you £1000's compared to a solicitor and ensure your Estate and affairs are in order.

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Why Choose
Phoenix Estate Planning

Wills & LPAs Ready Within 24-48 Hours
Fully Qualified Specialists
Undertake Continuous Professional Development
We Provide A Relaxed Yet Informed Approach
Jargon Free Advice
Clear & Affordable Pricing

Final drafts of the documents are combed through and presented in a Keep Safe File Box free of charge, ensuring your documents are safe for years to come.

Transparency is key to trust-building. Hence, we offer clear, upfront pricing - no hidden fees. The price quoted is the price you pay.

Meet The Founder

Sonny Ullah - Will Writer, Sheffield

In 2015 my father was diagnosed with dementia. He had no Will or Lasting Powers of Attorney (LPAs) in place. The courts appointed a local solicitor (deputy) who had never met my father previously and had no empathy or understanding of his requirements.

The deputy proceeded to sell all of my father's assets - The assets were valued at over £2m, but the deputy sold them for less than £850,000. I raised my concerns to the relevant authorities, but to no avail and I have worked for the past few years to refute it.

All of the above could have been prevented had my father put at least a Will & Lasting Powers of Attorney (LPAs) in place. Sadly, my father passed away in May 2020, two days before I sat my Society of Will Writers exam.

Many people ask me why I changed career at a later stage of life and the answer is simple - I saw how my father and his lifetime’s work was dealt with and I want to help others to ensure they do not suffer the same.