Planning ahead isn’t just about money it’s about making sure your loved ones are cared for, your wishes are respected, and your family avoids unnecessary stress during difficult times.
At Chetwood Lloyd Mortgages, we work with trusted partners to guide you through the important steps of wills, trusts, and estate planning, helping you protect what matters most.
Write a Will that protects your family from disputes.
Explore trusts to safeguard assets and reduce tax.
Comprehensive estate planning made simple and clear.
As far as Wills, Trusts, and Estate Planning are concerned, it is not money — it's ensuring the care of the people you love most in the world and getting your wishes done. That is why Jamie and Gurpreet take this responsibility so seriously. We know how serious it is to plan ahead not only for safeguarding your assets, but also to grant your family peace of mind during life's toughest moments.
Supported by skilled and trusted colleagues, we will guide you through each stage of the process, from creating a Will to ensure your wealth passes to your family in the way you wish it to, or setting up trusts to reduce tax, protect family wealth, and care for vulnerable relatives. We will be able to help you organize things that are uncomplicated, simple, and tailored to the unique needs of your family.
Estate planning is not simply forms — it's legacy building. Jamie and Gurpreet will listen attentively to your concerns, explain your options in plain language, and help you make informed choices. With our professionalism and warmth, you can be sure that every detail is handled with care, giving you and the ones you care about clarity, security, and peace of mind for the years to come.
A Will is the foundation of any estate plan. It ensures that
Without a Will, your loved ones may face delays, uncertainty, and extra stress at an already emotional time.
Trusts give you more control and flexibility over how your wealth is managed.
Protecting family wealth for future generations.
Reducing inheritance tax liabilities.
Making sure care costs are properly managed.
Ensuring vulnerable loved ones are looked after.
Trusts can be tailored to your family’s unique needs giving you reassurance that your wishes will be respected for years to come.
Estate planning goes beyond writing a Will. It looks at the bigger picture, including:
Minimising inheritance tax.
Planning for long-term care needs.
Ensuring quick, smooth access to assets.
Providing clarity and security for your family when they need it most.
See what our happy customers have to say about their experience with us — real stories from people we’ve helped every step of the way.
We are here to simplify estate planning and wills, which can seem complicated. The most frequently asked questions are answered in our FAQs, which cover everything from why a will is necessary to how trusts operate to what estate planning actually entails. With concise responses and useful advice, you'll feel secure about safeguarding your legacy and preserving your family.