Templar Estate Planning
- 59 Church St, Caversham, Reading RG4 8AX, UK
- 0118 948 4381
- https://www.templarestateplanning.co.uk/
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Ken Hickman
Jan was very professional, in her approach to helping us in updating our Wills. She was very helpful and informative and we will definitely use her again and would have no problem, in recommending her to others. Thankyou.
Jane Gillbe
Jan is knowledgeable and efficient. If she doesn’t know the answer she has a resource that does. She responds quickly to emails.
We found her easy to deal with and very helpful. She answered questions on practical aspects of writing the Will and also on various aspects of Inheritance Tax. We would recommend Jan if you want help with any aspect of Estate planning or writing your Will.
Caiti Steele
My mother and I went to see Jan to discuss her will and probate options. Jan was so kind with my elderly mum and she thoroughly explained the ins and outs and challenges of updating the existing will. Even though we couldn’t proceed with the will update without a memory assessment for my mum, Jan went the extra mile to answer questions I had about inheritance tax on the family home and – when it comes to that time – probate. I wish we could have paid her for the free consultation, she helped set my mind at rest. I recommend Jan’s services very highly.
Adam Wicken
Ever since I met Jan, I have been impressed with her professionalism, expertise and integrity. As a financial planner, I value reliable partners and have no hesitation in recommending her services to my friends, family and clients.
Steve Wallis
A Will is one of the most important pieces of work you must do in your lifetime to protect the assets you have worked hard to achieve. Therefore, finding the right person / company is crucial to manage the complex process which was explained simply. It’s also true to say that you “get what you pay for”. In both cases Jan provided an excellent and detailed service for a realistic cost. It was very assuring to know she has undertaken substantial industry qualifications to be able to explain and guide us through each stage. I would therefore not hesitate in recommending her to complete this work for anyone who needs to put their life’s work in order. Peace of mind was achieved.