Will Writing & Estate Planning in West Wales

Trusted Will Writing and Estate Planning services across West Wales, covering Carmarthenshire, Pembrokeshire and Ceredigion. Tailored to protect your family, assets and future.

Our estate planning services in West Wales

Estate Planning Services Available Across West Wales

PJH Estate Planning provides estate planning across West Wales, with appointments at our offices or in the comfort of your own home throughout Carmarthenshire, Pembrokeshire, Ceredigion and the surrounding areas.

We understand the specific needs of clients in rural West Wales, including agricultural estates, farming succession, and the particular considerations that come with property ownership in this part of Wales. We see you at our offices or in your own home, we take our time, and we give advice you can trust.

Estate planning adviser meeting clients at home across West Wales

Areas and Towns We Cover in West Wales

We regularly meet clients at our offices and in their own homes across West Wales, from market towns and the coast to rural communities and farming areas.

  • 29+towns & villages
  • 4counties
  • 100sof rural communities

Carmarthen & Tywi Valley

  • Carmarthen
  • St Clears
  • Whitland
  • Llandovery
  • Llangadog
  • Llanddeusant

Llanelli & Amman Valley

  • Llanelli
  • Burry Port
  • Kidwelly
  • Ammanford

Teifi Valley

  • Cardigan
  • Newcastle Emlyn
  • Cilgerran
  • Lampeter
  • Tregaron

Ceredigion Coast & Dyfi

  • Aberystwyth
  • Aberaeron
  • New Quay
  • Machynlleth

North Pembrokeshire

  • Haverfordwest
  • Fishguard
  • St Davids
  • Crymych

South Pembrokeshire

  • Pembroke
  • Pembroke Dock
  • Milford Haven
  • Tenby
  • Saundersfoot
  • Narberth
Coastal view near Pembroke in West Wales

What our West Wales clients say

“We’d been putting off our wills for years. Phil came out to the farm, explained everything in plain English and never once made us feel rushed. Knowing the children are looked after is a huge weight off our shoulders.

Absolutely outstanding service.”

Gareth & Sian

Carmarthenshire

Why Choose a Local Estate Planning Specialist?

We are not a national company processing your estate plan through a call centre. When you work with PJH Estate Planning, you deal with the same adviser from your first conversation to the day your documents are signed.

We meet you at our offices or in your own home, at a time that suits you, and take as long as is needed to understand your full situation before recommending anything. That is the kind of personal service that national firms cannot provide.

Two families laughing together, one taking a selfie and one relaxing at home

Get in touch

Speak to a PJH adviser about your will, lasting power of attorney or inheritance tax planning. Your first consultation is free.

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PJH Estate Planning

West Wales: FAQ

Planning your estate in West Wales? Here are answers to the questions local families ask us most often. From home visits and how long things take to protecting your home.

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Yes. We offer home visits throughout West Wales at no extra charge, or you are welcome to visit us at our offices. If it suits you better, we also offer video consultations.

We help families in West Wales with Wills, Trusts to protect your children's inheritance, and Inheritance Tax planning, so more of what you've built up passes to the people you choose.

It can be. Property values across much of West Wales have risen considerably over the years, so a family home plus savings and investments can take an estate past the £325,000 tax-free threshold sooner than many people expect. Anything above the available allowances can be taxed at 40%, but with the right planning that bill can often be reduced.

We typically turn around a draft Will within 7–10 working days of your consultation, depending on complexity. Once you're happy with it, we'll guide you through signing and witnessing so it's legally valid.

Not just because you've moved: England and Wales share the same law on Wills, so a valid Will made in England stays valid in Wales. It's still worth reviewing, though, especially if you've bought a new home, married, had children or your circumstances have changed. Marriage, for example, usually cancels an existing Will.

Read More About Estate Planning In Our Blogs

Blog

07 Oct 2026

What is a will without a trust?

What a simple will does, its limitations, and when a trust may give your family more protection.

Blog

07 Oct 2026

Are your legacies too large?

What happens when an estate can't pay every gift in a will, and how to plan your legacies well.

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