It’s something we’ve experienced a lot when talking to professional partners and that is the misconception that we only handle the small stuff, when in fact Secure Inheritance delivers specialist estate planning advice that goes far beyond the basics. We can actually protect your clients where online forms and generalist firms (and even solicitors) fall short.
There’s a persistent perception in the industry that estate planners like us are “just for the straightforward stuff.” We are the place a lot of professional partners refer their clients when they “just want a Will” and they leave the real complexity for solicitors.
Let’s be blunt: that’s outdated thinking.
At Secure Inheritance, we don’t just offer Will-writing services. We’re STEP-qualified specialists who are trusted to handle complex, high-stakes estate planning, often in situations where generalist solicitors fall short.
The Hidden Complexity in “Simple” Client Scenarios
Professional partners often assume clients need something basic. But even the most “straightforward” family or business structure can hide serious legal risk.
We regularly advise on:
- Wills involving foreign property and assets across jurisdictions
- Severance of tenancy and trust structuring
- Blended family arrangements and second marriage protections
- Complex LPA planning for business continuity
- Tax planning through discretionary trusts and business relief
We’ve had to correct solicitor-drafted Wills. We’ve spotted missing clauses, invalid witness structures, and inheritance arrangements that would have collapsed under challenge.
So no, we’re not “just the simple option.”
We’re the smarter, more precise one…if we say so ourselves. But that confidence, should give you confidence too.
STEP Qualified and Legally Robust
Our estate planners are STEP-certified, legally trained, and experienced in advising on technical planning.
The difference is:
We don’t just document what the client asks for.
We advise on what they actually need.
That means:
✅ Noticing the second property registered abroad
✅ Spotting missing declarations around severed tenancies
✅ Asking about business shareholdings, not just pensions
✅ Explaining how remarriage invalidates existing wills
✅ Setting up trusts that hold up in probate, not just in theory
✅ Asking questions around LPAs that will highlight if the right attorneys are in place and if they need to be rewritten
Value Isn’t Just a Price Point. It’s Legal Protection That Works.
Online Will writers might charge less. But they don’t ask the right questions. And solicitors don’t always challenge client assumptions, and they might not sit side-by-side with a financial planner to build a joined-up protection plan.
When partners refer clients to us, here’s what they get:
- A plan that complements and strengthens their financial advice
- Clients who feel educated, not overwhelmed
- Documents that won’t collapse under probate scrutiny
- Protection that holds up for years to come
Real Example: The Overseas Property That Was “Forgotten”
One of our adviser partners referred a long-term client for a “simple Will.” In conversation, we uncovered that the couple had inherited a flat in Spain five years earlier.
It had never been added to their estate plan. No foreign Will. No mention in the UK Will.
Had they passed without updating it, probate would have been delayed by months and their children would have been stuck in a legal nightmare.
This isn’t rare. It’s standard. And we catch it because we know where to look.
Your Clients Deserve More Than Just a Document
We don’t compete with you. We protect what you build.
Our job is to make sure your advice is legally supported, tax-aligned, and ready to stand up to whatever life throws at it.
If you’ve ever wondered:
- “Can they handle this complicated case?”
- “Are they qualified enough to manage HNW clients?”
- “Would they catch what a solicitor would?”
The answer is yes. And in many cases, we go further.
Want to See How We Work?
We support financial advisers, protection specialists, and mortgage brokers across the UK who want peace of mind that their clients are fully protected.
If you’re looking for a partner who:
- Spots the risks before they become problems
- Provides legal advice that reflects your standards
- Enhances your client relationships, not competes with them…
…Secure Inheritance is ready.
Let’s talk about how we can support your clients and your business.
Because once you see what real value looks like, you’ll never send them anywhere else.
