# Wills & Trusts Wealth Management Group

Wills & Trusts Wealth Management Group is an estate planning and legacy protection firm based in Ashby-de-la-Zouch that helps families secure their financial futures and preserve their legacies across generations. Founded on the personal experience of David Batchelor, who used an inheritance from his grandmother to establish the company, the firm brings genuine understanding of how Wills and trusts can transform lives.

The business primarily serves families concerned about inheritance tax efficiency, estate planning, and ensuring their life's work benefits their loved ones rather than the tax system. They've supported over 3000 families and helped save millions in tax liabilities.

What distinguishes Wills & Trusts is their deliberate rejection of transactional relationships. They prioritise face-to-face consultations to understand clients' values and priorities, moving beyond treating people as numbers. Their fee structure is built on value rather than billable hours, ensuring their incentives align with delivering quality outcomes rather than maximising time spent.

The firm emphasises that legacy extends beyond monetary inheritance—encompassing memories, wisdom and knowledge passed to future generations. Their holistic approach addresses not just financial protection but also family preparedness, helping ensure inheritances are used wisely rather than squandered through lack of planning.

They offer educational seminars on Wills, inheritance tax and pensions, providing clients with the information needed to make confident decisions about their financial futures.