Based in Nottingham, Simon Pettengell provides clear, compassionate advice on Wills, Trusts, and all aspects of Estate Planning. With a personal, professional approach, he’s here to help you make informed decisions and plan with confidence, whatever your circumstances.
At ELM Legal Services, we understand that estate planning needs to reflect the specific challenges of your location, lifestyle, and financial situation. Nottingham is a thriving city with a diverse economy, home to young professionals, retirees, business owners, and landlords. This means that estate planning requires an approach that considers a range of financial structures, family setups, and long-term investment strategies.
Our dedicated team of Will Writing and Estate Planning experts offer a range of services that are catered to you and your unique circumstances. All services include expert guidance, so you will always receive personalised one-to-one support and advice.
With years of experience, we can make every part of the process easy to understand, hassle-free and personalised for the needs of you and your loved ones.
Nottingham and the surrounding region present distinct estate planning challenges, from high-value urban property markets to family-run businesses and inheritance tax considerations. Simon and ELM Legal Services ensure that your estate plan is tailored to address the specific economic, social, and financial factors affecting Nottingham residents. Below we've included just some of the key considerations for estate planning in Nottingham:
Many Nottingham residents own high-value urban properties or multiple assets. We provide tailored strategies to reduce inheritance tax burdens through trusts and tax-efficient planning.
Nottingham has a strong business community, with many self-employed professionals and SME owners. We help business owners plan for succession, ensuring smooth transitions for family businesses or sales of company assets.
The city has a significant number of landlords and property investors. Estate planning must account for capital gains tax, inheritance tax, and rental income succession to ensure efficient wealth transfer.
Nottinghamshire has a growing retired population, many of whom require care home fee planning, Lasting Power of Attorney (LPA) services, and structured wills to ensure their wishes are upheld.
Simon is an Estate Planning Consultant, based in West Bridgford and has provided advice, guidance and assistance in areas of Estate Planning, including Wills, Trusts, Lasting Powers of Attorney and Probate since 1993.
Originally Simon worked for Barclays Bank where he met his wife Helen, and they married in 1985. After many years in the bank Simon became an Independent Financial Adviser specialising in Wills, Trusts and Inheritance Tax mitigation and ultimately joined ELM Legal Services in 2012.
He has professional accreditation through the Chartered Institute of Bankers, Chartered Insurance Institute and also the Institute of Professional Will Writers.
Because of this background Simon has a very diverse wealth of knowledge and experience in all aspects of Estate Planning and Asset Protection and is committed to providing his clients with professional advice and excellent levels of customer service. He explains options in language that you can understand, without the legal jargon, and everyone is treated with the same level of respect, expertise and care for their individual needs. In his spare time, Simon enjoys exploring the East Midlands with his wife, the more sedate relaxations of gardening, supporting his local football team and walking with his dog, Purdey.
You can arrange to meet with Simon online using web-based technology, face-to-face in the comfort of your own home, or in some cases on the telephone if appropriate.
Simon is also able to offer his services to give free talks to groups, clubs and organisations in the Areas of Wills, Trusts and Asset Protection.
We take the drama out of making a Will, but don’t just take our word for it...
We understand Nottingham's unique property, inheritance, and financial landscape, ensuring estate plans reflect real local challenges and opportunities.
No two estates are the same; we provide tailored solutions that align with your circumstances and wishes.
Estate planning can be complex, but we make it easy to understand, ensuring you feel confident in every decision.
As part of a respected national firm, our local Estate Planning Consultant has the support of a large national team of experienced legal professionals, ensuring the highest standards of service.
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