STEPHEN RYAN - PARTNER & WILL WRITER

Stephen worked for many years in the financial services industry predominantly in consumer finance, he is currently registered with the Financial Conduct Authority as an Appointed Representative - Introducer - Reference number 609476 

 

He later worked for one of the UK's leading funeral planning providers as a funeral plan consultant. To understand the business better he trained as a funeral celebrant and is now registered with the National Federation of Funeral Directors.

 

In 2012 Stephen decided to open SR Consultancy. The aim was to offer independent advice and solutions for Later life & Estate Planning services to local client. In 2014 the practice name was changed to Kent Wills and Trusts as this would give clients a better understanding was of what we do.

 

Stephen Ryan Aff.SWW is an affiliate member of the Society of Will Writers, the industry professional body that regulates Will Writers

 

 

 

 

 

SIMON CHALMERS - PARTNER & ESTATE PLANNING LAWYER

University of Brighton

Bachelor’s Degree, Law

2012 – 2016

 

The Open University

Bachelor of Laws (LLB), Law, degree

2012 – 2015

CII Certificate in Insurance.
DipPFS®
CeMAP

In addition to creating professionally written wills we also offer a wide range of legal services, including the preparation of lasting power of attorney forms. None of know what the future holds regarding our health and possible lose of mental capacity. Therefore, you may want a family member you trust to make decisions for you. We can put in place the necessary safeguards into Powers of Attorney documents and advise you on both types of power of attorney whether it be for your Property and Financial Affairs or your Long term Health and Welfare

 

As house prices have risen significantly over the last few years and wealth has increased, estate planning is now becoming essential to protect assets and where legally possible reduce inheritance tax. There maybe a need to set up a Property Protection Trust to stop disinheritance of children from a previous marriage or long-term care costs

 

As official intermediaries for Golden Leaves Funeral Plans, one of the UK's trusted pre paid funeral plan providers, we can advise you on all aspects of planning your funeral in advance and covering the cost of at today's prices. 

 

 

IF YOU DO NOT HAVE A VALID WILL. YOUR ESTATE WILL BE DIVIDED UP AS THE STATE SEES FIT.

THIS COULD LEAD TO FINANCIAL HARDSHIP AS SOME OF YOUR BENEFICIARIES MAY LOSE OUT.

MAKING A WILL IS THE ONLY WAY YOU CAN BE SURE THAT YOUR WISHES WILL BE CARRIED OUT.