Appointments can be arranged, in the comfort of your own home
Asset Wealth Protection
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Years of Legal Experience
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Days A Week Advice
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Estate Plans Registered Each Year
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Face to Face meetings daytime, evening and weekends
Protecting your assets, preserving your future.
We help individuals and families safeguard what they have worked hard to build, with clear, trusted advice tailored to their needs.
Passionate about helping people protect their Assets and Wealth
Why choose us
Simon Bowman
My name is Simon and I am an Asset Protection Specialist, with over 38 years of legal experience, previously working as a Property Lawyer and now as an Estate Planner.
I am extremely passionate about helping people protect their assets, wealth and long-term financial security.
I work alongside experienced estate planning professionals, providing clear, trusted guidance to individuals and families who want to safeguard what they have worked hard to build.
I follow strict professional standards, including a clear code of conduct and compliance procedures, and carry professional indemnity insurance of £2.5M per case.
Where we can help
Our areas of expertise
There are number of tools at our disposal that may help you address
these situations. We’ve added useful information in each section ;-
Will Writing
Do I need To Make a Will?
Protecting My Children
How can I protect their future.. read more
Lasting Powers of Attorney
What if I am unable to manage my affairs?
Putting my Home in Trust
Your Asset Protection
How do I protect my assets? .. read more
SeveranceJoint Tenancy
How a couple own a property.. read more
How a couple own a property between them is registered at the Land Registry
This is either Joint Tenants or Tenants in common
Each one has different consequences
This legal holding can override the contents of your Will
Further enquiries are need in this respect before further advice can be given
This is something that we shall discuss
Applying for Probate
What do I do when someone dies?..
Business Estate Planning
How can i protect my Business?. read more
Situations our clients have
Where we can help
All can seriously affect families and their finances, which can cause long term financial hardship for loved ones.
Circumstances change
Protect your childs future
Securing tomorrow, Today
Helpful short videos
About Wills, Lasting Power of Attorney & Trusts
Book your free 1 hour Consultation*
We will be intouch soon
* Our 1 hour free consultations are within 1 hour driving distance of Poole. Further distances are offered with an initial zoom call.
FAQ
You will find our client's frequent questions
Everyone should prepare a Will. It is only by preparing a Will can you direct your assets to the persons who you want to benefit from on your death. It is also the best way of appointing Guardians for minor children.
If anyone dies without a Will, then the law determines the distribution of the estate. These ‘Intestacy’ laws are quite specific and it is not necessarily the case that a spouse and/or children will automatically inherit as may be assumed. These laws also make no provision for unmarried partners, non-family members or charities.
I offer a free 1 hour appointment* so that I can show how I can protect you, your assets and your family both whilst alive and after you have gone.
*Free 1 hr Consultations are offered within 1 hour of Poole, zoom meetings are offered for further distances.
Appointments can be arranged daytime, evenings or at the weekend, all face to face, in the comfort of your own home.
Shonna & Alex
"We have had the pleasure of working with Simon who is knowledgeable, responsive, and easy to communicate with. We would recommend him"
The Hendersons
"Simons part of the family, we have worked with him to put our trust and care fee schemes in place, and was more than happy to recommend him to my Son and daughter in law"
Maureen & John
"We didn't really know where to start! But after a short meet over a cuppa at home, Simons put everything in place for our Estate & it has been stress free! "
Bowman Estate Planning - Specialist Consultant in Tax, Trusts and Estate Planning.
