Did you know that if you die without a Will (intestate) that the Government decides what happens to your assets, however small?
At GPW Tax and Law we understand the importance of having the right planning in place. We are dedicated to protecting you, your family and your assets. This personal service focuses on your individual circumstances and draws upon many years of experience to ensure the advice is right for you.
Specialising in Wills and Trusts, Probate, Lasting Powers of Attorney, Long Term Care Fee and Inheritance Tax Mitigation we ensure you can leave a legacy in the way you want.
How do we do this?
With You
Our priorities are always you, our clients, and what is beneficial for you and your family. This includes considering the future impacts of family dynamics as well as offering our professional expertise.
We want to understand your needs, whether you are a business owner running a multi-million pound company or a 93-year old with mobility issues. We don’t train our people to have empathy, we recruit people who already have this characteristic, it’s just who they are.
As a result we will go above and beyond to support and ensure you can access the products that are most beneficial for you and your family, because you are more than just a list of assets.
For You
We understand every client is unique and make ourselves available at times that suit you. During lockdown, we met clients in car parks, garages and even greenhouses. We will also visit care homes, hospitals and hospices as we also understand sometimes an urgent solution is required. We are willing to go that extra mile for you to ensure you have protection in place for your loved ones.
Openly
This industry is renowned for legal jargon and hidden costs. We want you to understand your options and we even provide a plain English version of your Will. Costs are made very clear and there will never be any hidden costs to you.
Staying Cutting Edge
Whilst we work in an industry that still uses laws dating back to 1837 (The Wills Act) and principles dating back to the Crusades (1095 – 1291), we embrace modern business practices to make our services more accessible and secure. For example, Zoom meetings, leading edge ID verification and data transfer security. We also use the most advanced trust planning available in the UK and ensure we constantly attend training to stay at the forefront of the industry. Different team members have different specialities and we will match the team member to your needs.
Other
We follow the strict Code of Conduct of The Institute of Professional Will Writers and STEP (The Society of Trust and Estate Practitioners) guidelines
We carry £2 million of professional indemnity insurance to protect you.
Our Estate Planning Consultants attend Continuing Professional Development seminars throughout the year.
The Criminal Records Bureau have vetted us as being fit and proper.
We cover the whole of England and Wales.
Meet The Team
So, who are we and what do each of us offer to support you?
Gavin Prideaux-Williams
Gavin is an Estate Planning Consultant and Principal Director of GPW Tax and Law Limited.
Initially qualified by examination as an Associate Member of the Institute of Professional Will Writers but has continued to study in the area of Estate Planning for over 10 years .
With his wealth of experience and specialist training within many areas of Estate Planning, he is now sought after to answer questions about complicated cases by Wealth Managers, Accountants and Solicitors.
Gavin has spent his working life in customer focused roles giving him a thorough understanding of customer’s needs. As an Estate Planning consultant, it is important to him to put those needs at the forefront of everything he does.
Professionalism doesn’t have to be old fashioned and stuffy, and you’ll find Gavin approachable and easy to talk to.
Gavin’s speciality is working with high net worth estates, businesses and agricultural assets.
Sandra Leyland Williams
Sandra is one of the GPW Directors, as well as an Estate Planning Consultant. Sandra has been working within GPW since its inception and as a result has a thorough knowledge of all aspects of the business.
Her warm customer focus is always a welcomed approach when dealing with sensitive subjects and is especially appreciated with our older clients. Her approach, combined with her extensive knowledge assures that your estate planning matters will be in safe hands.
Joanne Wood
Jo joined us originally as a Legal Assistant and very quickly she realised how much she enjoyed working in this sector and wanted to learn more. She has since undertaken training to become an Estate Planning Consultant and continues to learn ways in which she can help you achieve the best planning support. With her varied background in business and customer management, she quickly adapted to our working environment and is comfortable supporting us with client cases.