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.

“Really happy to have chosen Templar for our long overdue 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.”

Mr R – Reading

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.

 

Free Wills may seem attractive but there are limitations you should be aware of
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ESTABLISH TRUSTS

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

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