Milsom Consulting – Milsom Consulting

03333 446608

info@milsomconsulting.co.uk

Quality Legal, Financial
& Business Consultancy

Formed in 2013, Milsom Consulting Limited was created to utilise our combined 50+ years of Financial, Legal and Professional Services experience. We wanted to offer a bespoke and personal service that engages with both personal and professional clients to better deliver their needs and aspirations.

Our Services

01. Professional Will & Trust Drafting Service

We specialise in providing Wills – from the simple to the complex.

Whether it is a standard Mirror Will or a far more intricate set of family affairs requiring Trust planning, we can ensure that your estate flows to your intended as cleanly and tax efficiently as possible.

02. Lasting Power of Attorney

What happens to your personal and financial affairs if you lose the capacity to look after them yourself?

Without a Lasting Power of Attorney (LPA) in place you would need one appointed by the Court, or Office of the Public Guardian (OPG). We work with clients to ensure that appropriate Attorneys are chosen and ensure that all parties understand the decisions that are being taken.

03. Shareholder & Partnership Agreements

1000’s of companies fail every year, due to disputes between directors and shareholders about how their company is to be run.

The solution is a professionally drafted shareholder agreement.

4. Business Continuity & Succession Planning Service

What happens if a shareholder or director of a limited company dies or becoming seriously ill? We offer a cost-efficient service that enables the business owners to both protect their business continuity and look after their families.

5. Estate Preparation Service

At a very difficult time, executors and Personal representatives of recently deceased family members often want to outsource the complex, time-consuming and emotional work of assessing, valuing and preparing the estate for IHT and Probate purposes. This is what our Estate Preparation Service does. We meet with the family, run an audit of the deceased estate and then prepare all the relevant paperwork for the Probate process.

6. Funeral Planning Solutions

Arranging your funeral in advance can ease the associated stress and financial worry for your loved ones by removing some of the future emotional and administrative burden, the associated fees and costs.

We can assist you in your forward planning by arranging your complete, affordable, funeral with a personal financial plan.