About us

Templar Estate Planning – Will Writers and Estate Planners in Caversham, Reading.

We are your local Will writers and Estate Planners. We offer professional, tailor-made solutions for your Will and estate planning needs – but we like to think that we are very approachable and will always take the time to explain and make you comfortable throughout the process.

Based in Caversham, Reading, we directly serve all areas in and around Reading and South Oxfordshire – and with us all getting used to video calling and meetings we are delighted to be able to deliver our services wherever you are in the UK!

We offer you a free consultation to help fully assess and understand what type of Will and estate planning you might need. These consultations are at your convenience, we are not bound by office hours so if you want to talk in the evening then that is when we will talk with you!

In the days before COVID-19, our preference was to meet face to face, but we now currently offer a number of options for our consultations. They can be done remotely via telephone, video call, and email or we can also still meet whilst adhering to prevailing COVID-19 restriction legislation, at a location convenient to you.

Will writing and estate planning services offered

We offer a full range of Will writing and Estate Planning services, including:

  • Will writing and evaluation
  • Lasting Powers of Attorney
  • Asset protection
  • Trust formation and management
  • Bloodline planning
  • Professional executor service
  • Professional probate service
  • Inheritance tax mitigation
  • Long term care fee planning
  • Property conveyancing

Need some work doing carrying out that is not listed here? Let us know!

Don’t worry if all or some of the services listed sound complicated – don’t let it put you off from contacting us! Part of our mission is to make the process as easy and comfortable for you as possible. We will listen to your needs, then provide you with recommend services and products bespoke to you. We will explain to you in simple language what they are and how they will deliver on your needs. We aim to make sophisticated estate planning more accessible and easy to understand.

Templar Estate Planning can provide any service in respect of estate planning and assets protection. So, whether you need a simple Will, advice on protecting your home from care fee costs or have more complex issues, including agricultural assets or mitigating inheritance tax, we can provide you with the perfect solution to achieve your goals.

All our products and services are competitively priced, yet are still tailor-made to suit your personal needs.

STEP Affiliate

David Robinson, Director of Templar Estate Planning, is a STEP affiliate member.

The Society of Trust and Estate Practitioners (STEP) is the worldwide professional body that promotes the highest professional standards and education for its members.

Templar Estate Planning at all times abides by the Codes of Conduct and the STEP Standard Provisions of Best Practice to deliver you the best possible Will and Estate Planning services.

 

Countrywide Tax & Trust Corporation Limited

We work in conjunction with Countrywide Tax & Trust Corporation Limited to provide some of our Legal Services, Probate, Professional Executor and Professional Trustee services.  Countrywide Tax & Trust Corporation Limited is part of a group of companies providing advice in all aspects of Estate Planning and Asset Protection.

A Trust Corporation is a business organised specifically for entering into fiduciary relationships with individuals or organisations to act as an Executor, Guardian, or as Trustee in the administration of custodial arrangements, estates and Trust funds. Being a Trust Corporation allows improved efficiency in both applying for Grants of Probate and Trust work, whilst giving the client extra protection due to the share capital held by the company.

 

Charity of the Year

We are delighted to be supporting the Sue Ryder Duchess of Kent Hospice for our Charity of the Year 2021.

Our reviews

Trustpilot review

We are delighted to receive reviews from our clients and invite you to have a look here.

COVID-19

We continue to work safely and in a manner that is comfortable for you, find out more here

Generational Inheritance Tax. Find out how we can help protect you.
not married
Will evaluation service

ESTABLISH TRUSTS

Utilise Trusts to preserve your wealth and assets for future generations and to minimise inheritance tax bills.

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