Call Us Today 01509 674444
Welcome
Welcome to Trafalgar Estate Planning. With over 35 years experience in Financial and Estate Planning, we offer bespoke and holistic advice to help you to protect the things you care about most, your home and your family.
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What makes Trafalgar Estate Planning Different?
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Having qualifications and experience in both Financial Services and Estate Planning allows us to offer you a unique service.
Financial Advisors focus on Financial planning, sometimes considering inheritance tax (IHT), but are not qualified in Trusts or Taxation. Estate planners focus on wills & Trusts but will only have limited knowledge in IHT. Dealing with these separately can sometimes lead to conflicting or missing advice, which you may not be aware of. Having this combined knowledge in one place is what sets us apart.​
This is the Trafalgar difference.
Gary Scottorn - Managing Director
​Gary, is Diploma qualified in Financial Services, with over 35 years’ experience in Financial and Estate Planning,
And as a fully qualified member of the Institute of Professional Will writers (IPW) he is qualified in:
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Advanced Will Trusts & Trustee powers
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Will writing and Lasting Power of Attorney
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Advising clients with Disabled Beneficiaries
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Advising elderly clients
Although this is a serious business and, after all, talking about dying or becoming mentally incapacitated are not the most riveting subjects, it is a necessity.
So why not enjoy the process. Gary conducts his client meetings in a relaxed, jargon free manner, offering thorough advice in layman’s terms.
At the age of 17, Gary joined the Merchant Navy, becoming a deck officer and travelling the world for seven years. In 1987 he embarked on a career in financial services, starting his own financial planning business in 1991. Over the years he has become a specialist in inheritance tax and estate planning.
In his leisure time, Gary enjoys the gym, cooking and entertaining, rugby, motor racing and travel.
Our Services
Our Services
If you need to arrange your Will, understand how a Lasting Power of Attorney, or a Trust could help you, or assistance in the probate process, Trafalgar are here to help you.
Contact Us
For expert estate planning advice, contact Trafalgar Estate Planning Ltd. Our dedicated team, led by Gary Scottorn, is here to assist you. Call us on 01509 674444 or fill out the form below.
Trafalgar Estate Planning Ltd
14 Market Place
Kegworth
DE74 2EE
This firm complies with the IPW Code of Practice
Client Testimonials
Satisfied Clients
Trafalgar Estate Planning Ltd provided exceptional service in managing and optimizing my estate plan. Their expertise and personalized approach made the process smooth and efficient, ensuring my financial future is secure. I highly recommend their services to anyone seeking reliable estate planning solutions.