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Many people will put off making a Will for a number of reasons. Some believe that the ones they love will automatically receive the inheritance, or that writing a Will is something they only need to do much later in life. A home consultation will help put your mind at rest and provide all the information you need to make a decision about writing your Will.



Setting up Trusts within a Will can be extremely valuable in Estate Planning for a number of different reasons. Trusts are often the solution to a complex situation. The use of a trust protects your assets and controls the distribution of your estate.

Lasting Power of Attorney

Lasting Power of Attorney

None of us know when we may lose the capacity to manage our own affairs. Although it tends to be more common in elderly people, it can happen to us at any stage of our lives. Through illness or injury, even the young may need help from someone that they trust.

Probate Administration

Probate Administration

Probate is the word used to describe the legal process of administering the estate of a person who has died, and, after deducting debts and other liabilities, transferring that person’s money and possessions to the people who will inherit them: their beneficiaries.


I wanted to write a recommendation/testimonial for Gerrard O'Halloran as I was exceptionally impressed with his high standards, procedures, knowledge and discretion over the period of time in which my wife and I were writing our wills. 

We were introduced to Gerrard by a mutual friend and due to the point at which both my wife and myself are at in our lives we thought it wise to write our wills to ensure security not only for each other but also for our children. 

Gerrard was the most quintessential individual when it came to explaining the procedures and steps he would be taking us through to ensure we achieved the speediest and most efficient results. This was done is a very professional manner and conducted over 2 or 3 meetings all at our convenience. 

Gerrard always kept us informed as to the stages we were at and guided us through what turned to be a very simple and cost effective procedure. 

With Gerrard's assistance in this matter we can now sit back and relax in the knowledge that this delicate matter is taken care of. 

Peter & Louisa Knight

I had been think for a while that my will need rewriting but its one of those jobs that gets put to the bottom of the 'to do' pile. I then met Gerard at a BNI meeting and we got on - so time to get an item off the list. Gerard made the whole process very easy and explain everything in a clear manner - the end result is a new updated will. 

As a result of this, Gerard, is now working with my father on his 'Power of attorney' documents, which should be successfully files in the next couple of weeks. 

If a Will or Power of Attorney matters are on your to-do list then I'm sure Gerard should be your next call...

Peter Turner


Having put it off for many years, I was introduced to Gerard who was able to assist us in the completion of our Mirror Wills. Gerard is very knowledgeable and nothing is too much trouble. Throughout the process, Gerard was always there to answer and questions we had and clearly explained each stage of the process without any legal jargon. It was a pleasure to prepare our Will with Gerard and I can highly recommend him.

Rebecca Pope


Gerard is well qualified and extremely knowledgeable . He undertakes a thorough and detailed review of your circumstances ensuring that the final will document exactly mirrors your requirements . With his excellent manner and attention to detail it is a a great relief to have finally completed this task which I had been putting off for so long 

Veronica Marnell

Gerard James Estate Planning Ltd work in association with Countrywide Tax and Trust Corporation Ltd'
Countrywide Tax and Trust Corporation Ltd
Gables House
62 Kenilworth Road
Leamington Spa
CV32 6JX
step will writing code
Gerard O'Halloran is an affiliate member of STEP (The Society of Trust and Estate Practitioners) and abides by the STEP Code of Conduct which can be seen here.
Registered in England: 2632423.
Artillery House (South),
11-19 Artillery Row,

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