Phoenix Estate Planning is a Sheffield-based firm specializing in estate planning and financial legal services, offering straightforward, honest advice with fixed fees and fast turnaround times. The company was founded from personal experience navigating the challenges of dementia and probate, driving a mission to make essential planning simple, affordable, and accessible for clients across South Yorkshire.
Using a relaxed yet informed approach, Phoenix Estate Planning explains all options in plain English and guides clients through a clear three-step process: initial consultation, draft review, and final signing with secure storage. They focus on helping individuals, families, business owners, and landlords protect their legacies, avoid family disputes, and minimize inheritance tax through sensible, HMRC-friendly strategies.
Services Offered
- Will Writing
- Lasting Powers of Attorney (LPA) for Health & Welfare and Property & Finance
- Trusts
- Inheritance Tax Planning
- Probate
- Sideways Disinheritance Planning
- Financial Planning
- Tax Preparation
- Estate Planning for Business Owners
- Estate Planning for Landlords
Based in Sheffield, the firm serves clients throughout South Yorkshire and emphasizes clarity, professionalism, and personalized service, ensuring that important decisions are handled with care and expertise.
