Client Hub – Services – Service Types
LPAs Guidance
"Pick the right people to help you before you need them We work with you & your Lasting Powers of Attorney to protect your voice if life gets harder to manage alone We help you decide who may best support your decision-making if illness, age, or loss of capacity affects…"
Read more02/07/2026Max Leslie
Wills Guidance
"Your Will should make things simpler for the people you love We consider the financial objectives & other personal concerns that may need to be reflected in your Will Prepare for legal advice with greater clarity around your wishes, responsibilities, and estate-planning goals"
Read more02/07/2026Max Leslie
End-of-life & Estate Planning
"Later-life planning should make things easier for the people you love most We consider inheritance plans, tax efficiency, family needs, care planning, legal arrangements, and the practical steps that may reduce future stress Create a plan that helps reduce uncertainty & supports your family across generations"
Read more02/07/2026Max Leslie
Long-term Care Planning
"Care planning is easier before decisions become urgent We consider future care needs, care costs, family support, home arrangements, and how later-life decisions may affect your finances Plan ahead with calm, market-leading advice that helps protect your choices, dignity, and family relationships"
Read more02/07/2026Max Leslie
Cash & Banking
"Everyday money should feel organised, accessible, and under control We consider how cash, banking, withdrawals, and short-term access fit around your life, spending, and wider financial plan Our approach keeps your day-to-day finances clear & accessible at all times"
Read more02/07/2026Max Leslie
Trusts
"Trust planning is about control, protection, and the people you care about We consider how trusts may support family wealth, vulnerable beneficiaries, inheritance planning, and long-term financial intentions We help you make informed decisions about whether trust arrangements could help your family now or in the future"
Read more02/07/2026Max Leslie


