Office or home estate planning
Meet us at our offices or in your own home, at a time that suits you, with no rush.
Dedicated Will Writing and Estate Planning specialists, offering clear, jargon-free guidance on Wills, Trusts and Lasting Powers of Attorney, with a personal service, at our offices or in your own home.
Estate planning is all we do. Our specialists focus solely on Wills, Trusts and Lasting Powers of Attorney, so you get guidance from people who know this area inside out.
Meet us at our offices or in the comfort of your own home, at a time that suits your family, with no rushed appointments.
We explain every option in plain English, so you understand exactly what you’re signing and why.
Everything we do is built around one goal: making sure the people you love are looked after and your wishes are carried out.
Estate planning is one of the most personal decisions you will ever make. We believe everyone deserves access to expert, compassionate guidance, regardless of how complex or straightforward their situation.
That’s why we provide a truly personal service. You deal with the same consultant from your first conversation to the moment your documents are signed.
You can visit us at our offices, or we can come to you in the comfort of your own home, across South Wales, West Wales, Hampshire and Dorset, and Wiltshire and Somerset. We also offer video consultations for those who prefer to meet remotely.
We meet at your home or our office. We take the time to listen and understand your circumstances.
We design a plan built around your specific family, assets and wishes, not an off-the-shelf template.
All documents are prepared to the highest standard and reviewed with you before signing.
Life changes. We encourage clients to review their plans regularly and are always available when you need us.
Too many families come to us after a loved one has died without a Will, or after mental capacity has been lost without a Lasting Power of Attorney (LPA) in place. We started PJH Estate Planning to change that, with guidance at our offices or in your own home, in plain English, that feels human rather than daunting.
Meet us at our offices or in your own home, at a time that suits you, with no rush.
We remove the legal jargon so you understand every decision you make.
Make sure your wishes are followed and the people you love are looked after.
Put trusted people in place to act for you, while you still have mental capacity.
We take the time to understand your full situation before suggesting anything.
Estate planning shouldn’t feel daunting, and with the right guidance, it doesn’t.
Every client is different. A retired couple with a property and modest savings needs a very different plan to a business owner with a complex asset structure, or a young family who need to think carefully about guardianship and future provision for children.
We start every engagement by listening. We ask about your family, your assets, your concerns and your goals. Only then do we put a plan together. And because we are a small, specialist practice, you will always speak to someone who knows your case, never a stranger reading from a file.
Working with families on their finances, I kept meeting the same situation. People who had worked hard their whole lives with no plan in place for what happens next.
Wills left unwritten, estates left exposed, and loved ones left to untangle it all at the hardest possible time.
I started PJH Estate Planning to change that, bringing the same care and plain-English approach to the things that matter just as much: your Will, your Lasting Power of Attorney, and the legacy you leave behind.
PJH Estate Planning has been helping families put clear, properly drafted wills, trusts and lasting powers of attorney in place, without the jargon. Meet us at our offices or in your own home, or over video if that's easier.
Got a question?
Wills, trusts, probate and lasting powers of attorney. Our FAQs cover the basics in plain English.
South Wales
Including Cardiff, Swansea, Newport & Bridgend
Meet us at our offices or in the comfort of your own home. Video consultations also available.
Learn moreWest Wales
Including Carmarthen, Pembroke & Llanelli
Meet us at our offices or in the comfort of your own home. Video consultations also available.
Learn moreWiltshire & Somerset
Including Trowbridge, Bath, Swindon & Frome
Meet us at our offices or in the comfort of your own home. Video consultations also available.
Learn moreHampshire & Dorset
Including Winchester, Bournemouth & Southampton
Meet us at our offices or in the comfort of your own home. Video consultations also available.
Learn more29 Oct 2026
The Budget confirmed unused pensions count for inheritance tax from April 2027. What it means for your estate and executors.
29 Oct 2026
How debts taken on by trustees now count for inheritance tax, and whether your family trust is affected.
29 Oct 2026
The two-year rule has gone and tax on large lump sums is simpler. What it means after a death.
29 Oct 2026
Who qualifies for the Pension Tax Allowance, how much it is worth, and easier pension access for terminal illness.
29 Oct 2026
Tax relief for estates repaid after the NS&I tracing error, and a new rule for trustees moving to the UK.
29 Oct 2026
Higher tax on savings and rental income, a surcharge on homes over £2m and changes for business owners.
29 Oct 2026
The allowances, rates and gift rules for 2026/27 and 2027/28, and why frozen allowances still matter.
08 Oct 2026
Who is affected by the new cap on 100% relief, how the 50% rate works and what to do now.
08 Oct 2026
This year's allowances, the key dates up to April 2027 and what to check in your will, LPAs and pensions.
07 Oct 2026
What a simple will does, its limitations, and when a trust may give your family more protection.
07 Oct 2026
Who would look after your children, who has parental responsibility and how to choose a guardian.
07 Oct 2026
Why estate planning is about people, not paperwork, and how we help families plan for real life.
07 Oct 2026
Why Business Relief rarely applies to landlords, how the tax can be paid and how to plan ahead.
07 Oct 2026
What happens when an estate can't pay every gift in a will, and how to plan your legacies well.
29 Sep 2026
Follow Mark and Lisa's story to see how the wrong will can disinherit children, and how to avoid it.
Protect your family with a Will & LPA — see what it costs
This is a rough outline based on your selections. Final pricing is confirmed after a short consultation with our team.
Get in Touch Start againCost breakdown does not include VAT or registration fees.