About Our Service
We’re here to make sure your assets are protected and your wishes are respected, whatever may happen in the future.
Our mission is to empower you with all the knowledge you need to make a rational and informed decision about the safest and most cost-effective way of achieving long-term security and peace of mind, for yourself and the people you love, for the whole of your lifetime and beyond.
We know you’re busy. And we understand that visiting a solicitor’s office can be an inconvenient and intimidating experience. That’s why we always make an expert estate planner available to visit you, at a time to suit you, and at a place where you’re most comfortable.
We’ll help you to identify what’s important to you and your family, so you can choose how best to protect your interests, within the budget you have set.
With our help, you can get a clear picture of all options available to you, and decide on a solution individually tailored to your personal circumstances
Our services are all provided in accordance with the guidelines of the Society of Trust and Estate Practitioners.
About Chris Thomas
As our resident Estate Planning Expert, Chris Thomas leads our team in assuring the quality of the information we share and the services we provide.
Originally from the Wirral Chris is very proud of his 30 years in private practice as a solicitor where he grew a “one man band” practice in Wirral from small beginnings to a staff of over 50. Although a relatively small firm it always punched above its weight both in terms of the quality of its service and expertise of its staff but also in stressing the importance of providing that quality service free from the jargon and mystery often surrounding the practice of law. Those are values which Chris continues to hold dear today.
Although Chris does not practise as a solicitor in his capacity as an estate planner he is a senior consultant with [Countrywide Tax & Trust Corporation] Limited
Chris brings his depth of knowledge and experience to the business, making sure that we look at your circumstances from every angle and provide you with everything you need to build a secure future for yourself and the people you love.
As a former business owner and a proud father and grandfather Chris instinctively understands what you want to achieve and the issues you worry about, because he has exactly the same wishes and concerns.
“For most of us, it boils down to taking good care of the people you love and banishing your fears” says Chris, “that’s what my work is all about. I’m at my happiest when I’m making it easy for people to achieve that”.
He shares his thoughts and knowledge with you regularly on our Blog. He is passionate about demystifying estate planning, cutting through the jargon to what really matters to you. To Chris, wills, trusts and powers of attorney are simply tools to be used for creating the future you want.
His estate planning philosophy is simple:
“It’s all about starting with the end in mind – what’s your perfect vision for the future? – and working back from there.”
Chris lives in a house on the top of a hill looking out to sea with a backdrop of hills behind with his wife, Sheila and their two Portuguese Water Dogs, Zac and Caz.
In his personal time, Chris is a keen golfer, sailor and gardener and tends to their growing flock of hens and ducks. He loves spending time in the kitchen and watching cookery programmes. Chris also loves music of all kinds and is trying to get his fingers to create his own music on his guitar
Make an Enquiry
To make a free enquiry about our services, please either call us from the UK on 07768 350757, from Portugal 925 376 101 or make a Free Online Enquiry.