Estate Planning for Peace of Mind
Our estate planning experts create custom solutions to protect your wealth, reduce taxes, and ensure your family’s financial security.

Why choose Devonshire Green ?

Years of Combined Experience
Decades of expertise in accounting, tax management, and wealth planning.

Clients Served
Trusted by thousands of clients globally for expert financial services.

Industry Awards
Won
Recognised for excellence in financial services and client support.

Industry Awards Won
Recognised for excellence in financial services and client support.
About service
Expert Estate Planning for a Worry-Free Future
Our estate planning services are designed to protect your assets and reduce tax burdens. We offer comprehensive solutions, including will preparation, trust setup, and tax-efficient strategies to ensure your estate is handled according to your wishes. Let us help you secure your legacy for the future, providing peace of mind for you and your family.
90+ Years of Expertise for Tailored Financial Solutions
Benefit from decades of experience, providing you with personalised, effective financial strategies that outshine competitors.
What is included
Will Preparation
Create a comprehensive will to protect your family and avoid disputes by clearly outlining your wishes.
Trust Setup
Set up trusts to protect your assets, reduce taxes, and manage how they are passed to beneficiaries.
Tax Planning
Plan for efficient tax strategies that minimize taxes on your estate and maximize wealth transfer.
Power of Attorney
Designate someone to handle your legal and financial matters through power of attorney, protecting your interests.
Health Directives
Ensure your medical preferences are respected by setting up health directives and appointing a healthcare proxy.
Why work with us?
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Asset Protection
Ensure your assets are managed and distributed according to your wishes. -
Minimize Taxes
Reduce estate and inheritance taxes through strategic planning. -
Avoid Probate
Simplify the legal process for your family by avoiding lengthy probate. -
Control Distribution
Decide how and when your beneficiaries receive your assets. -
Protect Beneficiaries
Set up trusts to protect minors and vulnerable family members.
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Peace of Mind
Know that your estate will be handled smoothly according to your desires. -
Healthcare Decisions
Health directives ensure your medical preferences are respected. -
Safeguard Business
Plan for the continuation or sale of business assets. -
Avoid Family Disputes
Clearly define your wishes to prevent conflicts. -
Charitable Giving
Include charitable donations in your estate plan for tax benefits.
Take Control of Your Finances – Get in Touch Today!
Testimonials

Richard Wayne
Great personal service from Devonshire Green, my contact there was James Barker. He has prepared and submitted accounts for my business for the last 7 years, giving considered advice as relevant to me. He has also prepared and submitted Tax Returns to HMRC during this period. Nice people to deal with.

Natalie Langley
I would like to thank Aaron for helping us with my husbands first tax return since registering as self-employed. He was recommended to us, and he just made everything so easy. We had lots of questions and he always came back to us quickly with the answers. He explained everything to us along the way and took the stress out of filing the tax return ourselves. We will definitely be using this company again.

Alan Morfey
Great service provided by James and his team over the last 4 years! As someone that was totally new to running my own business James ensured everything was explained to me in terms I understood which gave a very personal feel aswell as the confidence I needed to deal with the day to day running of things. Much appreciated James.
Estate Planning: Secure Your Wealth for Future Generations
Estate planning is essential to ensure your assets are protected and distributed according to your wishes. At its core, estate planning helps minimize tax liabilities, avoid probate, and secure your legacy. By establishing wills, trusts, and healthcare directives, you can control how your wealth is managed both during your life and after. Our expert team specializes in creating personalized estate planning strategies that reduce taxes, protect beneficiaries, and provide peace of mind. Start planning today to safeguard your assets for the future.