I have had a long career spanning
30 years in the computer industry setting up and selling 3 companies in the
process and writing two textbooks each selling over 10.000 copies which were published by Addison Wesley, one of which was
translated into Japanese.
After selling my interest in my last company, APT Solutions Ltd, in 2005 I joined my wife’s company City & Country Financial Services as the Director of Wills and Estate Planning, undertaking initial and ongoing training in the industry.
I am a member of the Society of Will Writers and belong to a network of around 100 Will Writers around the country. Although Will Writing is not a regulated industry, I treat it as though it were.
Hence, I follow procedures set out by our compliance team, carry full professional indemnity insurance and have each Will I write independently checked to ensure it fully meets my clients requirements.
There is much more information on the services I offer on the tab "Estate Planner"
I have maintained my interest in computing by partnering up with David Cavanagh since 2005 in his company "Best Coaching Program". The company provides coaching services to those wanting to improve their visibility and presence on the Internet. I offer my consultancy services both through this company based in Thailand which helps people and companies around the world and my UK clients which I provide through my own business https://www.bestinternetbusinesscoach.com/
As a member of our team at City & Country Financial Services and a member of the Society of Will Writers I look after the key aspects of ensuring people hold on to their hard-earned assets and make sure they pay no more tax than necessary by my roles in the following areas
Single and Joint Wills
A Single Will is for one person. You can make a Single Will whether you have a partner or not. Making a Will can be quick and easy when you receive the right advice. If you and another person, such as a partner, want the same people or charities to benefit from your Wills, in the same way, it can be cheaper to make 2 Wills together which are called Mirror Wills or Joint Wills
A Trust is a legal structure which can be included as part of your Will and can offer increased asset protection for your loved ones.The main trusts we provide are
An Advance Decision or Living Will It allows you to provide legally binding to refuse treatment, even if this might lead to your death for situations should you be unable to make or communicate your own decisions.
Inheritance Tax (IHT) Mitigation
Through various Will Trusts and other Estate Planning techniques, it is possible to minimise the amount of IHT payable on your death
Immediate Powers of Attorney
Provides the means immediately for someone to deputise for you and to take care of your finances, when your are inaccessible, but you still need to have the mental capacity to have been able to take those decisions yourself
Lasting Powers of Attorney (LPA)
Provides the means for others to act for you when you have lost mental capacity and thus cannot take your own decisions. You can have an LPA to look after your Finances and another to look after your Welfare. These have to be registered before they become effective
Secure Will & Document Storage
We provide a secure storage facility for your Wills and other documents, such as house deeds,to prevent damage from fire, floods,insects, malicious damage or physical loss.
We offer a variety of funeral plans, including green plans, to ensure you get exactly the funeral you want at a fixed price.
Probate & Estate Administration
Obtaining the 'Grant of Probate' from the probate registry gives the Executors the authority to act in the administration of the estate so they can deal with a person’s legal and tax affairs
Estate planning provides a viable and sound way to prepare your finances to ensure that your assets are protected for your loved ones once you’re gone, helps you to avoid or reduce the amount of inheritance tax you’ll pay and lets you plan for your later life finances
ESTATE PLANNING TESTIMONIALS
I have known Roger for a number of
years and Roger has helped me through a number of various events in my life. Roger comes to the table with a variety
of skills from providing expert advice especially on Will Writing and Power of
Attorney. A man of many talents with whom I would not be in such a good
place if it wasn't for him. I would have no hesitation in
recommending Roger for his professional opinions and contributions.
Catherine Murray-Jameson -Business Owner, London
I would happily endorse Roger without hesitation. Why? He has a vast
knowledge of the complex area of Wills, Will writing and Probate. Roger is keen to
share this knowledge and impart it in such a way that you feel able and
confident to draw up a Will that reflects your wishes for your intended
beneficiaries.I hasten to add this process isn’t rushed and Roger lets you
know that you are free to take your time, think things through and even change your mind or instructions whilst this
process is taking place (very different to my earlier experiences with a
solicitor) Nothing is forced; however, a lot of information is shared,
information that will allow you to make a will that is robust and fit for
purpose. It's never an easy process thinking about your will, however
Roger has a personality that makes the process very comfortable and engaging. I have found my time
with him very beneficial and I know you will too D
Debbie Xavier - London
I am extremely impressed with your efficiency and dedication to my case. You have been a wonderful help and I will be recommending you to my friends. Thanks again, keep up the hard work! Best wishes
BUSINESS COACH TESTIMONIALS
BUSINESS COACH TESTIMONIALS
Starting as a trainee in the computer industry I have built and sold three successful businesses the last of which I built from scratch to a company turning over of £1.5m with a 40% profit margin. I have been helping companies build and increase their revenue through successful use of the internet to market their companies. Initially I worked with Stephen Pierce
In 2005 after attending his Thailand workshops, I partnered with David Cavanagh purely because of his indepth knowledge, his true care and belief in his students and the fact that he practices what he preaches. He spends his time on the Internet, researching products and techniques to ensure the courses he runs for his students are up-to-date and wherever possible he provides software products at a discount and only recommends products that he himself uses. His work ethic is the same as mine and his dedication to his students make me proud to be his business partner.