Clive Barwell TEP FCSI CFP

Clive Barwell
TEP CFP Chartered FCSI

Accredited Member of the Society of Later Life Advisers

Call me for a chat on
0800 074 8755

Wills, Trusts and Lasting Powers of Attorney

Clive Barwell explores how Wills, Trusts and Lasting Powers of Attorney can be used to achieve a range of financial goals.

If you want to know more about how to ensure that you can pass on your assets to your family, simply click on the links at the bottom of this page to watch more videos on the subject of Wills, Trusts and Lasting Powers of Attorney or Read more of Clive’s Blog Posts .

If you don’t currently have a Will, or yours needs updating, your financial and personal circumstances are straightforward, then click on the following link to access our online Will service. It takes just 15 minutes to order a Will, which will be checked by a professional before it is dispatched to you for signature.

If your personal or financial circumstances are more complicated, please complete the form below so Clive can discuss your requirements with you.


Your Name (required)

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Is your enquiry for yourself only or yourelf and a partner? (required)

Do you own your own home?(required)

Which of the following are you concerned about (you can select more than one)?
Leaving an Inheritance to your family (children/grandchildren)
My Care Home Fees reducing my children's Inheritance
Inheritance Tax reducing my children's Inheritance
Having someone I don't know/trust in control of my financial affairs through ill-health


Ensure your family receive their Inheritance

Protect your children’s Inheritance from your future Care Home costs

Avoid your children paying unnecessary “generational” Inheritance Tax

Protect your children’s Inheritance from a future divorce or bankruptcy

Help your children keep their Inheritance come hell or high water

Why you should have Lasting Power of Attorney

Accredited SOLLA Advsior