We believe success is putting our clients at the centre of what we do, ensuring your aim is our objective.
We believe success is putting our clients at the centre of what we do, ensuring your aim is our objective.
07902 863999
Pathway Estate Planning has nearly two decades of established experience in estate planning. We understand that every client’s circumstances are unique, and that creating a Will is a deeply personal and important decision.
That’s why we take the time to listen. Our maintained empathetic and patient approach ensures that you feel supported and confident throughout the process. We recognise the hard work that goes into building your assets, and protecting them for you and your loved ones is a vital next step.
Our aim is to give you peace of mind, knowing that your estate is carefully planned and that your wishes will be carried out exactly as you intend.
Our core ethos is to educate you on how to protect your hard earned assets.
By doing so, we have carefully developed a simplified three-step process. This approach not only makes the estate planning experience easier and more approachable for our clients, but also reflects our understanding that, for some, estate planning is a highly time-sensitive matter.
Pathway Estate Planning is fully qualified, insured, and accredited – giving you confidence that your estate planning is handled to the highest professional standards.
We believe estate planning should protect your wealth, not erode it. That’s why we don’t charge ongoing fees, ensuring more of your assets are preserved for the people and causes that matter most to you—now and for generations to come.
Our approach combines expert knowledge with a genuinely personal service. We provide clear, thoughtful guidance you can trust, helping you make informed decisions with confidence and clarity.
Above all, we put our clients first. By taking the time to understand your goals, values, and concerns, we create tailored estate plans that reflect your wishes and deliver lasting peace of mind.
Plan smarter. Protect more. Choose Pathway Estate Planning.
In our head office or in the comfort of your own home this initial meeting is about you and your loved ones. We listen carefully to understand your situation, giving you the freedom to articulate what matters most. With a complete picture, we can then create your perfect estate plan.
Work closely with our experienced estate planners to create a plan designed around you and your loved ones. By understanding what matters most to you, we develop a thoughtful and practical estate plan that provides clarity, protection, and peace of mind.
Whilst taking into account how prompt you may require your planning, we carefully take care of every technical detail whilst drafting your documentation, ensuring you are happy with every detail before you execute your final documents.
Preparing for later life is something many people postpone, but taking the time to plan now can make a world of difference to you and your family. Our care planning service helps you understand the financial, legal, and practical aspects of long-term care, ensuring your wishes are respected and your assets are protected. Whether you are planning for yourself or supporting a loved one, we can guide you through each stage with empathy and professionalism.
Care planning involves more than just anticipating future care needs — it’s about maintaining control and peace of mind. We help you make informed choices about how your care will be funded, who will make important decisions on your behalf if needed, and how to safeguard your estate for future generations. Our team ensures that every plan we create is tailored to your personal circumstances and financial goals.
The costs associated with long-term care can be significant, and without proper planning, they can quickly impact your savings and assets. At Pathway Estate Planning, we work with trusted financial professionals to provide clear guidance on funding options, benefits, and asset protection strategies. Our goal is to help you secure the right level of care while preserving as much of your estate as possible for your loved ones.
Dealing with the estate of a loved one can be an emotional and complex process. Our trusted probate partners provide compassionate, efficient support to help you manage all legal and administrative aspects of estate settlement. From obtaining the Grant of Probate to distributing assets in line with the Will, we ensure everything is handled correctly, giving you peace of mind during a difficult time.
Sound financial planning is at the heart of effective estate management. We work closely with regulated financial advisers who can provide expert guidance on investments, pensions, tax efficiency, and long-term wealth preservation. Their advice complements our estate planning services, helping you make informed decisions that protect your assets and secure your family’s future.
Property often forms a significant part of any estate, and conveyancing plays a vital role in transferring ownership smoothly and securely. Our network of experienced conveyancers ensures that all property transactions related to your estate — whether sales, transfers, or gifts — are managed efficiently, in compliance with all legal requirements. This helps ensure your property assets are handled with care and precision.
For those seeking to access the value tied up in their home, equity release can offer financial flexibility in later life. We can introduce you to qualified equity release specialists who will help you understand the benefits, risks, and implications of releasing capital from your property. With professional advice, you can explore whether this option aligns with your financial goals and long-term care plans.
Whether you are remortgaging, purchasing an investment property, or assisting a family member onto the property ladder, our trusted mortgage advisers can help. They provide access to a wide range of mortgage products, ensuring you receive tailored advice based on your personal and financial circumstances. The right mortgage strategy can support both your current lifestyle and your long-term estate planning objectives.