Wills and estate planning is about making your wishes clear and keeping more of your wealth for the people you care about. We handle the financial side and bring in the right legal expertise for the rest.
Who do you want to look after, and when? A clear will is the foundation — without one, the law decides who inherits, which is rarely what people intend. We help you get your wishes straight before anything is drafted.
This is where regulated advice earns its keep: understanding your inheritance tax exposure, using pensions and allowances efficiently, planning affordable gifts, and writing protection into trust so it pays out quickly and outside your estate.
Wills, trusts and probate need a qualified solicitor. We work alongside your solicitor — or introduce you to Buzz Legal — so the legal documents and the financial plan say the same thing.
Anyone who wants a will that reflects their wishes, worries their family could face an inheritance tax bill, or wants pensions, protection and gifts arranged so wealth reaches the right people with as little friction as possible.
See who we help →The Financial Conduct Authority does not regulate tax, trusts, will writing and some forms of estate planning. Tax treatment depends on individual circumstances and may change. Wills and trusts are provided by qualified legal professionals, not by Buzz Financial Services.
Tell us who you want to look after and what you would like to leave behind. We will help you plan the financial side and line up the legal work.