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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
We had an excellent experience with Templar Estate Planning. They prepared the Lasting Power of Attorney application for my father and made the whole process straightforward and easy to understand.The team were professional, helpful and patient throughout, taking the time to explain everything clearly and answer any questions we had. We felt well looked after and confident that everything was completed correctly.I would happily recommend their services to anyone looking for professional and reliable estate planning advice.
Dave guided me through my first will and made it very simple - highly recommend
We recently needed to update our Wills and POAs. David at Templar Estate Planning in Caversham was recommended to us and we weren’t disappointed. David was excellent in sorting out both requirements , explaining everything clearly and making sure that we understood the whole process. He was very patient and answered all our questions with great care and understanding. The whole experience was positive and stress free. We have no hesitation in recommending David highly and he will definitely be our first port of call should we need any help and advice in the future
Templar have been very easy to deal with, they’ve been very knowledgable and outlined all our options in a very easy to understand manner. They’ve been very helpful in guiding me to the right will and explaining complications and pitfalls.I have recommended to all my friends and family and if you’re looking for assistance in any estate planning that you speak to them.
Excellent service from Templar Estate Planning from start to finish. David explained in detail too my son and myself in filling in the Power of Attorney forms. Would certainly use again if needed.
We have used Templar for our own estate planning and were given excellent service and advise, we recommended it to other members of our family who have since used them and also received the same level of friendly service with no pressure, would highly recommend
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.
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 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
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Will clarity statements – to prove the validity…
Inheritance disputes brought to court have been rising. By drafting a Will Clarity statement you can…
Lasting Powers of Attorney – LPAs. The benefits…
A Lasting Power of Attorney (“LPA” ) is a legal document that lets you (the donor) appoint one or mo…
Business succession planning solutions. Make sure your business…
You have worked hard to build your business. Whether it can continue on your death or you want to en…
What is a trust – how a trust…
There are a variety of trust and scenarios where trusts can be used within estate planning to protec…
Creditors and bankruptcy attacking your assets after death….
If you gift your assets absolutely on death they become property of the beneficiaries. They can then…
Generational Inheritance Tax ("IHT") means IHT can be…
When you die your estate may be subject to Inheritance Tax (“IHT”). If you gift your assets absolute…
Long term care fees. Protect your house from…
If you need to move into a long term care home, the local authority may force you to sell your prope…
Divorce of beneficiaries – ex-spouse of a child…
Templar Estate Planning’s video explains how, if you gift your assets absolutely on death, a subsequ…
Marriage after death and the risk your children…
If you die and your spouse remarries there is a very real threat that your children and grandchildre…
5 threats to your estate assets – Templar…
There are five main threats to your estate on death; reasons that your assets may be lost and not go…
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Why do you need to make a Will? Templar Estate Planning’s cartoon video explains why you need to mak…
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