About BM Estate Planning Limited
At the heart of our service is our belief that we need to get to know you and understand your plans and aspirations before we can do anything. Once we understand your needs, we work closely with you to safeguard your families’ financial security. We put in place a range of measures to help you and your family now, and in later life, to protect your wealth for the people you love most. This may seem daunting, so we aim to keep things simple.
BM Estate Planning Limited is part of the Beavis Morgan Group, who specialise in accounting, tax and business advisory.
We will explain each part of your plan, navigating you through the process at a pace that suits you. We always aim to ensure everything is jargon-free.
As a recognised expert we are regularly invited to speak to community and charitable groups around the country. We provide advice and guidance on a wide range of inheritance-related legal issues and later life planning to many people each year, from simple Wills to complex personal and corporate estate planning.
Beavis Morgan is the specialist accounting, tax and business advisory group for owner-managed businesses and entrepreneurial thinkers and their families.
Everything we do is focused on delivering this through experienced professionals who will ensure that your expectations and requirements as a client are met or, as clients often tell us, exceeded. We strive to provide quality advice, tailored to your circumstances. Understanding you, your family, your business, and your ambitions is central to what we do.
We believe in working in an ethical and responsible manner based on traditional values, placing openness, honesty and caring for others at the heart of everything we do.
Whilst we continue to grow and evolve, our commitment to going above and beyond client expectation remains the same.
Our Process
Our process is easy, fast and effective. One of our experienced Consultants will visit you in the comfort of your own home or office (or our offices, if you would prefer), at a time that is convenient to you. During your appointment, we will listen to your aims and discuss your options. As part of our service, we conduct a complimentary review of your current Will and other planning. After the initial meeting, we will outline a proposed course of action for your consideration and answer any questions you may have.
Once we have received your order, you will receive a welcome pack that contains full details of the next steps. Our talented team will then review your instructions and start creating your legal documents. You will then receive draft documentation for you to review. Once you have agreed the draft documents, our team will proceed to produce the final version of all documents.
We will walk you through every step of the process, on hand to answer any questions you may have.
Now is the time to take control and enjoy peace of mind!
