Family Wealth Advisers

Wills ➤

Trusts ➤

Lasting Power of Attorney ➤

Probate ➤

Welcome to Orchard Estate Planning

Orchard Estate Planning provides simple, clear, objective, and bespoke advice specifically designed to ensure that your wealth and that of your family’s is better protected during your lifetime and also after your death. Having created & accumulated wealth thoughts naturally then progress to consider the action required to ensure it is better protected against a number of “social impacts” such as death, divorce, re-marriage, tax, and care costs.

The expertise available at Orchard Estate Planning assists families in protecting & safeguarding family wealth in order to achieve enhanced levels of “Bloodline Protection”. Where necessary we can also reinforce the above with valuable advice on the need for Powers of Attorney, Probate and secure storage of your important documents.

We operate on a fixed fee basis which means our advice is completely unbiased and designed specifically to help you protect your wealth, keeping it safe for your loved ones.
We focus on you NOT your money and our client guarantee underpins everything we do thereby ensuring you are always 100% satisfied with our service.

Ready to reach our team?

Nick Fox has assisted my wife & I in establishing an extremely effective estate planning solution that has been individually tailored to our own & our family’s specific needs. Accordingly, whilst ensuring our complete financial independence & security for the rest of our lives we have also managed to ensure our estate will be secured tax efficiently for our family. I do recommend what he has to say!

A Levene, Retired company Director, Gloucestershire

I had been concerned for some time that my last will wouldn’t ensure all legacies would go to the correct beneficiaries and would not stop my wealth from being leeched off by future events e.g. divorces, remarriages, stepchildren, etc. The solution to the problem was to set up a series of Trusts where all assets are bloodline protected. Nick designed, explained, and implemented this in a timely and professional manner. I can’t recommend Nick’s expertise highly enough.

C Thompson, Retired Electrical Engineer, Bristol

With Nick’s help, my family recently implemented some extremely flexible & well-constructed Estate Planning arrangements. The expert & patient advice we received from Nick Fox has enabled us to resolve all of our long-standing concerns. In addition to saving many thousands of pounds of generational Inheritance Tax, we have also ensured the complete protection of our family wealth for the family.

D Beech (Trustee), Bristol

I am absolutely delighted with the advice I have received from Nick Fox of Orchard Estate Planning Ltd. Nick carefully explained every stage in the process which has ultimately enabled me to ensure that my estate is completely protected for my friends & family in an extremely simple & tax-efficient manner.

J Lambert, Retired Accountant, Bristol

My mother and I met Nick Fox in 1995 following my father’s death. The advice was updated when my mother died in 2009 and more recently when Nick implemented my own estate planning. At each stage, Nick clearly explained every aspect and saw it through with great attention to detail. I would have no hesitation in highly recommending his services.

M Rowley, Retired Office Manager, Salisbury

Nick has provided financial planning advice to myself and my family for many years, His advice is always thorough and clearly explained and we have recently used his estate planning service to complete family trusts to minimise generational Inheritance Tax liability. Nick is extremely professional and easy to understand.

D James, Solicitor, Bristol

Nick Fox provided excellent planning advice, having taken time to explain everything thoroughly in a way that a layman could understand. By following their advice we have cleverly re-structured our estate planning arrangements thereby achieving substantial improvements in tax efficiency & security for both ourselves & our family.

Mr & Mrs. Curtis, Retirees, Marlborough