Will Writing Service & Probate – Joslin Rhodes Newcastle is a dedicated provider of estate planning and probate advice, specializing in helping clients protect their assets and secure their loved ones’ futures. Operating as part of a wider financial planning firm, they offer a holistic approach that integrates will writing, inheritance tax planning, and probate support with broader retirement and pension advice.
Their team emphasizes clarity, compassion, and comprehensive support, ensuring clients receive tailored solutions that reflect their personal and financial circumstances. They cater primarily to individuals and families across the North East seeking to manage wealth transfer, minimize tax liabilities, and plan for long-term care. With expertise in both regulated and unregulated estate planning services, they provide end-to-end guidance grounded in financial advisory best practices.
Services Offered
- Estate Planning
- Will Writing Services
- Will Review Service
- Probate Advice
- Inheritance Tax Planning
- Lasting Power of Attorney
- Care Fees Planning
- Property Trusts
- Pension Trusts
- Savings Trusts
- Pension Advice
- Pension Drawdown & Annuities
- Pension Consolidation
- SIPP & Private Pension Advice
- Defined Contribution Pensions
- Final Salary Pension Transfer Advice
- Retirement Planning
- Lifestyle Financial Planning
- Cash Flow Modelling
- Investment Management
Based in Stockton-on-Tees, the firm serves clients across Teesside, County Durham, North Yorkshire, and the wider North East region. They offer free educational workshops and a range of online tools, including pension calculators and readiness quizzes, to help clients make informed decisions about their financial future.
