Your local experts in Wills, Trusts and Estate Planning
Getting your Will and estate plan in order shouldn’t feel complicated, or something you put off for another year. We’re Templar Estate Planning, your local, friendly experts based right here in Caversham, Reading, and we’re here to make it simple, however straightforward or complex your situation is.
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
When it comes to something as important as your Will, your Power of Attorney, or planning for the future, you deserve more than a form to fill in online. At Templar Estate Planning, we’re based right here in Caversham, a local team you can meet face-to-face, not a call centre or a nationwide portal. We speak in plain English, never legal jargon, and we never rush you into a decision. Whether it’s your first Will or a full review of your estate, we take the time to make sure you properly understand your options and we’re still here long after you’ve signed.
We provide a first class service to meet your needs and protect your assets and family over generations.
Local and approachable
Real advice from real people, right here in Caversham. No call centres, no jargon, no scare tactics – just an experienced local team happy to sit down and talk things through with you.
Joined up planning
Wills, Power of Attorney, and Trusts, planned together not as separate pieces from separate places. We make sure every part of your plan works in harmony so nothing gets missed.
Support that doesn't end on signing day
These are personal conversations, and we handle them gently, at your pace. Life changes – marriage, moving house, new grandchildren and we will be here to help keep your plan up to date.
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
Our reviews
View Trustpilot here – 85 Reviews – 4.9 excellent rating – (as of 09/09/2026)
Rating
David was very understanding of the situation we were faced with and we couldn’t fault his knowledge or customer service in helping us. Many thanks and won’t hesitate in recommending you to friends and family.
I recently used Templar Estate Planning to create my will, and I couldn’t be happier with the experience. From the first consultation to the final signing, everything was handled with professionalism, care, and a genuine understanding of my needs. They explained every detail clearly and made the whole process straightforward and stress-free.They were patient with my questions, offered helpful advice, and ensured my wishes were fully captured in the will. It’s such a relief to have this important task sorted, and I really appreciate how smooth and personal the service was.I’d highly recommend Templar Estate Planning to anyone looking for trusted, expert help with estate planning.
Templar go the extra mile to understand, identify and explain your options. David is really professional with years of experience and very personable too. Very confident in the solutions provided.
David did some work for me recently and his advice was invaluable and had a very positive outcome. He is knowledgable, professional, and approachable. I wouldn’t hesitate to use his him again, and recommend him highly.
Having just used Templar Estate Planning, to make my Will and Lasting Power of Attorney. I would have absolutely no hesitation in recommending them to anyone.David and Claire were very helpful throughout, explained everything clearly and made the whole process simple and stress free. One of the relatives on my Power of Attorney lives abroad, it was not a problem, they took care of everything.
Efficient and quick to sort out new will and arrange Enduring Powers of Attorney for me.
Very good. Easy to talk too and ask questions. All in all a no fault experience...
A short meeting during which David explained in everyday language one or two LPAs available.
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.
Claire and Dave of Templar Estate Planning were a great team from start to finish. We knew very little about will preparation and they took the time to explain everything clearly for us, including lots of options and detail. It was really helpful that they were flexible with telephone and in person consultations, and they also were accommodating when we had to bring along our infant. Fantastic service and we highly recommend them to anyone!
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.
David was very helpful and clarified the best options for us in making our wills and powers of attorney. We found the explanatory documents that he also gave us really useful.
I highly recommend Templar Estate planning. They explained in detail different ways of doing our wills that would be in the best interest of our families and protecting us in the future. Great advice, really friendly and made the process simple from start to finish.
My parents used Templar to make their powers of attorney and would highly recommend them. David and Claire working together as a team are both friendly and efficient and always on hand to help.
David was clear, concise and efficient with the service I wanted. I would recommend David for those that want this service.
Even though we had simple requirements, Dave took us through everything in detail and explained it to us the detail of the Will. Would absolutely recommend as a friendly, knowledgeable estate planner.
Dave was able to help us with our requirements and explained every thing in detail Both he and Claire kept us updated and were knowledgeable, courteous and friendly. We would recommend them.
Very professional service. No pressure and very well informed. Recommend completely.
We chose Templar Estate Planning because they offered us a Saturday appointment, which is so helpful when working full-time. In the meeting, David kindly explained the different aspects of wills and documentation, tailored to our specific needs. We were very pleased with how supportive David was, and how quickly our wills were drafted and ready to sign. Overall, fantastic service.
My visit to Templar Estate Planning and time spent with David Robinson was extremely helpful and informative. I only wish I had done it a few years earlier.
Absolutely delighted with the speed of response and the advice we have been given. I would recommend Templar Estate Planning ro anybody who needs clear, supportive advice
Through a friend we became aware of Templar estate planning, since our wills were never going to write themselves we needed someone to guide us from start to finish. We contacted David for an initial relaxed discussion, once David knew our thoughts and requirements the rest of the process was very simple and straightforward. The communication from both David and Claire was good and a short time later, we have now wills in place and peace of mind. Thank you both for the assistance and value for money service. We have recommended you to another friend and would have no hesitation contacting you again in the future.
David is very professional and easy to talk to he knows his stuff have recommended to friends.
Recommended to me by a colleague. Carefully explained what I need to do and made the process easy.
Outstanding service, came out to my nans house the next day so helpful couldn’t ask for a more friendly, reassuring, honest team. Amazing service. So happy thank you so much.
Excellent service. Very thorough and quick. I would definitely recommend to others
Thank you so much David & Claire, For helping us update our will and putting our property in trust . They were so kind and helpful very knowledgeable and made the process easy and stress free. We would certainly recommend them. Sandra & Mitch.
We had put off writing our wills for quite a while, but felt the time had come to get on with it. Templar came highly recommended by a family member and so we went with them. We were impressed with Templar right from the start. Their communication was excellent, no waiting around for an appointment, and David explained everything to us in terms we could understand. We feel we couldn’t have had a better service and have no hesitation in thoroughly recommending Templar Estate Planning.
Great personal, professional service. Extremely friendly with a great range of services. David was very helpful throughout the whole process.
I recently appointed Templar Estate planning to prepare a Lasting Power of attorney for me.The service was excellent with David Robinson being particularly helpful .I thoroughly recommend them.
would highly recommend. David is very meticulous and able to explain all the details of wills & POAs.
Dave provided me a professional and friendly service. Would recommend to anyone
I had been putting off planning a will for far too long. I knew that I wanted to use a small, local company and Templar seemed to fit the bill. David was very approachable. He explained the options open to me, and left me to decide which one to take. No hard sell; just professional advice delivered in a friendly, comfortable environment. Exactly what I’d been looking for. Thank you.
Professional, patient and very understanding all of the above is necessary when dealing with LPÀs. Thank you David and team for getting our family affairs sorted so far.
David & Anthony were very professional, informative and kind. They took time to explain everything in easy to understand terminology when helping my elderly mother with her LPA and updating her Will. We didn’t feel rushed or hurried and we all felt they dealt with everything in a very sensitive manner. The price for the LPA was very competitive in comparison to other local companies. I was so impressed with their service that I have asked Templar to also act on my behalf even though I am not local!
I engaged Templar Estate Planning to arrange my Will and they provided an excellent service, very speedy and cost effective. I would highly recommend using them to anyone who requires this specialist service.
We had an engaged experience from Templar from the offset and we got absolute clarity with every step of the process, which was vital with the work we had instructed them to carry out as we were concerned about how the process should work. Great comms, great value and would recommend them to anyone.
Great personal, professional service. Extremely friendly and sensitively handled and all the complicated legally involved paperwork handled with no stress. Would definitely recommend David Robinson and his colleagues. Many thanks
A really professional service. David took the time to understand the finer details of my estate and translate this into a quality end product. Would definitely recommend to others.
Thank you for your service 🙏 Very professional service in Reading Berkshire
I’ve recommended Dave to a number of my clients to help them with their Will planning. The feedback I’ve had has alway been good with Dave taking the time to explain things thoroughly and advising clients the best way forward. I’ll continue to recommend Dave and Templar, thanks for your help.
Really happy with the service received from Templar. This was my first time arranging a Will and they made everything very easy. 🙂
Really happy to have chosen Templar for our long over due Will planning. David right from the start helped guide my wife and I through the various options clearly and concisely (and translating a lot of jargon that we had no clue about!) super happy with the service provided would highly recommend.
Professional and very friendly. Helped me with advice even after completion of will writing. I would highly recommend this company and always felt comfortable and well advised.
Can't fault Templar and David. Really helpful from the start. I was not really sure what my options were but David fully explained them in a way I could understand. There was absolutely no pressure at any point which was much more relaxing. Came away happy and feeling more secure with my estate planning finally sorted!Thank you!
Working with you, step by step
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.
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 registration 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 proceedings remotely by telephone, email, post and/or videocalls.
Watch our videos to learn more
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 articles
We regularly draft useful and insightful stories and news items relating to Estate Planning and IHT.
What happens if you don’t have a Lasting Power of Attorney?
If you were ever unable to manage your own affairs, whether through an accident, an illness, or simply old age, and you hadn’t put a Lasting Power of Attorney (LPA) in place, your family can’t automatically step in on your behalf. Instead, someone close to you would need to apply
Free Wills – pros and cons
We spend a lot of time explaining to people why they should have a Will, so we applaud any initiative that highlights the benefits of having one. However, we believe that having a Will that fully protects you and your specific requirements should be everyone’s ultimate aim. Did you know
Trust in Trusts
The following article is in the Caversham Bridge newspaper – October 2021. Caversham Bridge Newspaper is available to purchase from Fourbears Bookshop and other outlets within Caversham. More details from The Caversham Bridge Website. Trust in Trusts. You might think that Trusts are used solely by the very rich and by those people
Why make a Will? Templar Estate Planning's cartoon video explains why you need to make a will.
Templar Estate Planning