At Rothco Wills & Estate Planning, our highly trained and experienced team work closely with you to produce a comprehensive and bespoke estate plan.
Welcome to ROTHCO Wills & Estate Planning
Rothco Wills and Estate planning pride ourselves on our customer service and our desire to work with you to protect your wealth.
Our Services
Our team don’t just encourage you to make a Will; they look at the bigger picture, taking into account your current financial & asset position, and where you are likely to be later in life.
Testimonials
Our clients are our priority and our advice will not only be based on what options are available, but what is best for you now and in the future, check out what our customers are saying.
Who We Are
Here at Rothco Wills and Estate planning we pride ourselves on our customer service and our desire to work with you to protect your wealth. Our clients are our priority and our advice will not only be based on what options are available, but what is best for you now and in the future.
We do this work with a professional yet approachable style that allows you to feel comfortable working with us, no pressure, and no hard sell, just what feels right for you.
We work in our local area Alnwick, Northumberland, North East England and into Scotland; however, we also have many clients from further afield.
Our Philosophy
Our Key People
With over 30 years experience in financial planning, Tom has been Managing Director of Rothco since it’s inception in December 2001.
Natasha lives in Morpeth and has over 10 years experience in customer care and sales. She joined ROTHCO Wills & Estate Planning in 2019.
Our Services - What we can do for you...
The team at Rothco Wills & Estate planning understand how big a decision this is for you. It is not a decision that anyone really wants to make, but may be the most important decision that you make in your life, not only for you, but for your children and your children’s children. Our team don’t just encourage you to make a Will; they look at the bigger picture, taking into account your current financial & asset position, and where you are likely to be later in life. So, we look at Inheritance Tax, Care Fees, Capital Gains Tax, Business Tax & Preservation, Property Trusts, Family Trusts, Gift Trusts and Power of Attorney, as well as the performance of your current financial products.
Around 70% of people pass away without writing a will, some believe they are too young, where others believe that the process is too difficult or expensive.
A Trust Fund can run for up to 125 years but can be closed down or changed by the Trustees at any time. Most assets can be placed into trust or your home.
Business planning is an area that all of our key team members understand well, because we are all business owners and have been for many years.
There may come a time when you are unable to manage your financial affairs or personal welfare, owing to some form of incapacity and you will need someone to act on your behalf.
Planning for your ‘Golden Years’ should be considered as early as possible and we can help you both with the planning in terms of Pensions and Financial Investments
We work hard all of our lives to provide for our families and leave something behind, would you want almost half of your hard earned assets to go to the tax man?
Probate is the legal process of handling a person’s belongings, savings, investments and property in accordance with their final wishes.
Funeral planning may not be the most pleasant task, but it is enormously beneficial for those who are left behind when you pass away.
Laura R McCabe
Rosewell, Scotland
Well, it wasn’t until I had my little girl and then two friends died aged 38 and 40, that I started to think about the future and what if, but where do u start? Rothco Wills & Estate Planning were highly recommended to me and now I know why. They helped and guided me every step of the way and informed me of things I didn’t even know about! The best thing about it was I was never made to feel silly or stupid and no question was too big or small, with a friendly helpful person there any time any day to help. Finances, wills, house stuff, pensions, these guys have it all covered.
A Martin
Sunderland
A change of circumstances last year prompted me to find a company to help sort out a will, power of attorney, and various other legal requirements. They provided all of the above with a helpful, professional service. I would recommend this company to anyone, cheers & thanks for the help.
Stuart Douglas
Edinburgh
I contacted Rothco after a recommendation from a former colleague. I had received a quote for will creation and inheritance planning, including trust provision from a local solicitor I have used frequently. The estimated amount quoted was a considerable sum and did not include specific customisation I required for a relatively complex financial status, therefore the final invoice would have been considerably more. Rothco representatives took time to talk me through the various options, highlighting the pros and cons until we devised a tailor made solution for my particular circumstances which was clear, transparent and cost effective, while providing secure, reassuring and tax efficient inheritance planning.
Contact Us
Contact Us
We conduct your first FREE consultation at your home, workplace or any other place that suits you, even over the phone or SKYPE.
Areas we Cover
We cover the North East of England and Southern Scotland.
