Estate Planning, Will Writing and Probate
I'm David, let me help protect your assets and wealth so your children's inheritance goes to the right place!
Estate Planning facts!
2 out of 3 people have not yet made a Will and those that have, may not have the correct Will in place.
If you own a business or even a shareholder of one, your spouse, partner or children may not have any entitlement to inherit your legacy.
A large proportion of any inheritance is lost in future divorce settlements, too creditors or bankruptcy and unnecessary taxation.
An estimated 70,000 people per year end up selling their homes to pay for care. The stress of this in later years can be prevented.
Protecting Your Wealth
There are a number of ways in which your home, savings and business are vulnerable to attack. We’re here to safeguard these hard earned assets for you and your family, using simple but effective strategies.
Irrespective of your age or the value of your estate, making a Will and putting your affairs in order is one of the most important tasks that you are likely to undertake. We are happy to meet you in our office, or if you would prefer, we will arrange to visit you in the comfort of your own home, to assess your current situation, answer your questions and provide peace of mind for the future.
Our estate planning solutions are tailor-made to suit every set of personal circumstances and every pocket.
Looking after you, your family, and the generations to follow
DB Consultancy Reviews
P & S Riley
10:27 21 Jul 21
I have probably been the worlds worst client due to how busy we have been and how slow I have been dealing with all my paperwork but honest David has been the most patient and professional person... ever. The process is quite complicated but its all handled to make sure you don't feel stressed or confused. His son did my mortgage as well and he is just as fantastic.read more
16:18 26 Mar 21
David helped us to write our wills and arrange LPAs. He was friendly, professional and knowledgeable in guiding us through the processes and getting them set up. We wouldn’t hesitate in recommending... him. Thank you David.Janet and John Stantonread more
14:46 17 Feb 21
My wife and I had been putting off making our wills for some time. It's not easy as you need to trust someone by explaining all about your finances and wishes after death. We both found David to be... very knowledgeable and professional to deal with. In fact, he made the whole process easy and helped us through every step of the process. I'd happily recommend him - so much so, that I've recommended him to my father.read more
Becky Peters EA
12:29 30 Jan 21
I have personally just used DB to do my will, as he often says NEVER TO EARLY AND OFTEN TO LATE, and at 37 with 2 children and a husband its something we should have done years ago. I feel very... confident now after David went through every option with us that we are fully covered for every eventuality, as are our children. It was a very straight forward zoom consultation, and everything was done remotely and efficiently. I would highly recommend David to everyoneread more
21:36 07 Dec 20
I recently referred my Dad to DB Consultancy for the completion of his last will & testament. I initially had a chat with David to go over what my dad required and talk through what David offered.... David was very helpful and clearly highly knowledgeable on the ins and outs of what was required. I then set up a meeting between David and my Dad for them to go through it all together.My Dad remarked that he felt very comfortable chatting to David from the start and that he put his mind at ease with going through this important task. He said David was efficient and knowledgeable with any questions he had and he felt he was in very good hands from start to finish. Neither my dad nor I would hesitate to recommend David in future to anyone looking for the services that David offers. Many Thanks John & Ian Delamareread more
12:11 09 Nov 20
David has been fantastic. A wealth of knowledge.
09:19 14 Jul 20
David was very knowledgeable and clear in explaining the services he offers. Would highly recommend him.
10:01 07 Jul 20
I would like to thank David Booth for arranging the LPA’s for my mother.This was carried out by Facetime after several attempts and patience we made contact!! Despite my mother’s insistence on only... requiring one LPA, David explained to my mother the importance of having both documents and with the input from my sister she made the decision to go ahead with both.With David’s knowledge and being able to answer all of my mother’s questions professionally she felt reassured and comfortable to go ahead with this.David, thank you and I will continue to recommend you and your services at every possible opportunity.Thanks againLisa Sandersread more
10:37 11 Jun 20
David helped my partner and I with Wills, Wishes and LPA's. David is friendly and very accessible when you have questions. He is also knowledgeable and efficient.
11:35 13 Mar 20
We have dealt with David over many years for our wills. more recently to update our trusts deeds. He has always been very professional in his approach. We have found him to be both reliable and... knowledgeable. Happy to recommend his company.read more
14:02 01 Mar 20
David helped my two sons and I to set up a Trust. Our concern was that if either of my sons married then should the marriage end like one did, then the spouse would have inherited half of my sons... money if I died before the divorce. We knew a little about it, but David answered all our questions. He was very helpful, professional and he allowed us to make our own decisions, without any sales talk. I would definitely recommend David should you need help with Trusts, Wills, Probate etc. You wont do any better somewhere else.read more
11:55 15 Feb 20
David helped my Mum and I sort out lasting power of attorney... Which has given her much peace of mind. David was empathic, careful and extremely professional. He's perfectly suited to this work and... I recommend him unequivocally.read more