Penrose Wills

Penrose Wills: estate planning in Sussex

Penrose Wills is an estate planning company based in Lewes, East Sussex, operating since January 2020. It specialises in will writing, Lasting Powers of Attorney, trusts, protecting the family home and probate and estate administration. The firm is a member of The Society of Will Writers and, according to its own presentation, has positioned itself as one of the fastest growing estate planning companies in Sussex.

Estate planning services

Penrose Wills' range of services includes:

• Will writing: preparation of structured wills that consider inheritance tax planning, protecting the family home and other assets.
• Lasting Powers of Attorney: processing and registration of powers for decision-making in the event of incapacity.
• Trusts: establishment of trusts for the protection and management of assets.
• Probate and estate administration: management of estate administration and the probate process.

The company works in conjunction with independent financial advisers and regulated accountancy practices to deliver a bespoke and conscientious service, tailored to each client's specific circumstances.

Client profile

Penrose Wills serves clients of all ages and levels of wealth. These include young adults with minor children, those approaching retirement, those who have recently gone through a divorce or separation, and those in second or third marriages who want to protect their children's interests. The client base ranges from those with few assets to homeowners whose main residence is their biggest asset, as well as high net worth clients with multi-million-pound estates and considerable assets in the UK and abroad. The firm also states expertise in assisting solicitors, barristers and accountants, as well as high profile clients with interests in TV, music, media and other public spheres.

Appointment options and geographic reach

The company offers assistance by home appointment, via video conference or meeting at its offices. Although based in Lewes, East Sussex, its reach extends beyond Sussex: many of its clients live in London and across the South East of England, as well as further afield.

Professional approach

Penrose Wills explicitly presents itself as an alternative to DIY or online will writing solutions. Its method consists of analysing each client's situation in acute detail and putting together a full estate plan that includes suitable protections for the client's lifetime and carefully structured wills. The firm stresses that it is not an automated solution, but a bespoke and conscientious service.

Track record and recognition

Since launching in January 2020, Penrose Wills states it has assisted over 2000 satisfied clients. The company has team members such as Jamie Howell, Kimberley and Tom Bluett, mentioned in client testimonials. The feedback on its site highlights the team's competence and knowledge, home appointments — even at weekends —, clarity of explanations and efficiency in processing wills and Lasting Powers of Attorney.

Location and contact

Phone: 01273 569 143 · Email: enquiry@penrosewills.co.uk