Lifetime Estate Planning

  • Call now for specialist advice 01424 230296
    E: info@lifetimeep.co.uk

About Lifetime Estate Planning

Lifetime Estate Planning has been set up by Andrew & Paula Chalmers in response to the considerable local demand for clear, tailored and affordable legal solutions taking into account clients’ personal and financial circumstances. Lifetime Estate Planning is based in Bexhill on Sea. However, we have clients all over the South East – Kent, Surrey, East & West Sussex.

After obtaining a Bachelor of Arts Degree in Accountancy & Law from Stirling University in 1980, Andrew has worked in the Financial Services sector in various roles: Most notably as an Independent Financial Adviser and as a Business Development Manager for various well known providers – Standard Life, AXA, NPI, Cater Allen Private Bank & Butterfield Private Bank where he was Head of Business Development. More recently Andrew has worked with two of the most respected companies in the provision of Prepaid Funeral Plans – Golden Leaves & Golden Charter where he was National Sales Manager. He is a fully qualified Associate of the Institute of Professional Will Writers (IPW) and strictly adheres to the IPW`s Code of Conduct, approved by the Trading Standards Institute.

As an Associate of the Institute of Professional Will Writers Andrew is:

  • Qualified by examination to give advice
  • Carries £2.5 million of professional indemnity insurance to protect you
  • Has been vetted by the Disclosure & Barring Service as fit and proper
  • Attends Continuing Professional Development seminars throughout the year
  • Bound by the strict Code of Conduct of the Institute of Professional Will Writers

 

Paula has set up and run a very successful Domiciliary Care Company providing care to vulnerable adults in the local Eastbourne & Wealden District and through experience she recommends everyone plans for the future whatever their age – “Planning for the future is such an important part of life”. Paula is renowned for her attention to detail and with this in mind she is the perfect person to run the administrative side of Lifetime Estate Planning ensuring that all our clients receive the best service and attention at all times.

Lifetime Estate Planning acts on behalf of APS Legal & Associates which is one of the largest Estate Planning & Will Writing Companies in the UK and is unequalled in providing the highest standard of service and quality of advice. Lifetime Estate Planning will visit clients in their own homes at a convenient time so there is no need to take time off work or arrange to visit a High Street office for legal advice.

Please give either Andrew or Paula a call on 01424 230296