DB Consultancy is a specialized estate planning firm serving clients across Dorset and Hampshire, focusing on protecting family wealth and securing legacies through tailored legal solutions. Led by David, the practice distinguishes itself through personalized, home-visit consultations and a commitment to making complex estate matters accessible and stress-free for individuals and families.
The firm adopts a client-centered approach, emphasizing clear communication and bespoke strategies to safeguard assets against common threats like inheritance disputes, care costs, and unnecessary taxation. With expertise in both personal and business estate planning, DB Consultancy caters to a diverse clientele including homeowners, business owners, families with dependents, and individuals concerned about long-term care and wealth preservation.
Services Offered
- Last Will and Testament
- Bloodline Planning
- Powers of Attorney (Lasting Powers of Attorney)
- Long Term Care Costs planning
- Business Succession Planning
- Funeral Planning
- Grant of Probate
- Estate Planning
- Trusts establishment and management
Operating throughout Dorset and Hampshire, the firm offers flexible meeting options including office appointments or home visits, ensuring convenience and comfort for clients. DB Consultancy works in association with The Countrywide Tax & Trust Corporation Ltd to provide comprehensive, specialist advice in all areas of estate planning.
