Professional Services

Professional Services

CPA work in Partnership with a talented team of Professionals. CPA Membership will allow you to make an initial Will and put all your financial arrangements in a simplified order. If your financial arrangements are more complicated or you have an existing Will, CPA will conduct a free of charge appraisal and recommend whether you should access our Trust & Estate planning services.

Two thirds of UK adults still die without a valid Will. This is known as intestacy.
This can result in huge complications, leading to confusion and the possibility of a distribution of assets that would not be in line with the deceased wishes. Even with a valid Will, it is important to periodically carry out an appraisal. Over time, circumstances change - as does the law and the increase likelihood of taxes on your estate.

Click here to download PDF showing the rules of intestacy


Inheritance tax (IHT) currently raises billions of pounds a year for the Government as it is chargeable at 40%. It is therefore vital to access advice you can trust in order to formulate a strategy that can reduce or eliminate the potential affects of IHT.

With regard to general Legal & Taxation matters, we can introduce you to a qualified individual who will be able to advise on your specific questions. Should you require a more bespoke service, such a self assessment completion or perhaps appointing a solicitor or accountant to represent you or your business we will be happy to introduce you to a suitable practitioner.

We also offer Advanced Professional Services in the field of Probate & Professional Executor & Trustee services in the event that you do not wish to pass the burden and responsibility of dealing with a Will or Trust that you wish to establish.