Wills & Estate Planning

We offer a full estate planning service, please get in touch with your requirements.

  • Simple (Single person) Will
  • Joint Wills (Married or Civil Partner)
  • Gifts to children (Remarried)
  • Immediate post death interest trusts (leaving 50% of your property on first death)
  • Family Trusts
  • Inheritance tax planning
  • Life time gifts
  • Potentially except transfers

We also offer advice to businesses.

  • Business wills (Directors)
  • What happens to your shares on death.
  • Protecting your family (Family Investment Companies)
  • Directors power of attorney
  • Cross option agreements
  • Shareholder agreements

Please call Richard Bishop 0121 421 7144 or email: richard@pfep.co.uk

Alan Baker


Really happy with the service. Richard listened to our needs and found the right mortgage and life cover for me. Highly recommend