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Jan Woolley

Phone 0115 7522196
Direct Number 07954379603
Mobile Number 07954379603


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Jan Woolley

J M Wills & Legal Services Limited


My BusinessWe offer our clients peace of mind by putting their affairs into order so I help them arrange the legal requirements. I help my clients to arrange their Last Will and Testament document in accordance with their instructions together with putting in place when required documents such as Lasting Power of Attorney for Property and Affairs and Health and Welfare. I also offer advice on complex Trusts planning which will help them reduce their tax on their estate if necessary and protect their assets for their bloodline. We also help clients to prepay and arrange their Funeral in advance and assist families with Probate and Administration work.

Ideal ReferralMarried couples with children over the retirement age that would like to protect their assets for their family.

Top ProductMy Favourite top product I do is Trust work as no two trusts are the same and they are very specific to clients circumstances so always nice to get my teeth into something different.

Top Problem SolvedI had a client worth over 2 million pounds and I ensured that when he died he did not pay one penny in Inheritance Tax so timely planning and advise is important for me to solve this kind of problems.

My Ideal Referral PartnerSomeone who works with retired professional married people like financial advisors, bank managers, accountants and mortgage advisors.