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
We think you should get in touch with Trafalgar Estate Planning because...
"What they have done for me has made sense of something otherwise incomprehensible."
Caroline Wilson
"The quality of service is highly professional."
Kamlesh & Dipikaben Patel
"After a recommendation over 5 years ago, it’s the best thing I’ve ever done."
Stephen & Dawn Sleigh
"Everything is explained so we can understand it fully."
Malcom & Paula Harrison
"Everyone is very friendly, approachable and talks about finance and wills on our level."
Mark & Erica Brown
"They make complicated things simple."
Johnny & Hina Devabhai
"After being recommended by a very close friend, who used their services for over 30 years, I have always found their approach to be very friendly and have 100% confidence in their services."
Liz Donald
"They go beyond our expectations and explain everything so we can understand."
Raj & Sangeeta Sahdev
"Since the minute we walked through the door we’ve never looked back."
Andy & Bernadette Gibson
"We believe in supporting local businesses, their door is always open – fantastic personal service."
Dave & Julie Plimmer
"We have trusted Gary and Trafalgar Estate Planning for 18 years."
Ian & Bryony Wilkes
"They are friendly, trustworthy conscientious and so helpful."
John & Sarah Brentnall
"Professional advice and reassurance given to us which has put our future plans into perspective."
Bernard & Susan Toon
"They are very knowledgeable & trustworthy."
Priti Devabhai
"I have known them for a long time and I’ve found them trustworthy."
Eileen Kearins
"Friendly advice that allows you to make an informed decision."
Paul Wood
"Everything has always gone okay."
Allan & Paula Moorcroft
"We trust them & their advice. We really get on well with them."
Richard & Tracey Fox
"They simplified all of our difficult estate planning decisions."
John & Suzanne Kay
"They are very unscary people, no pressure and friendly."
Gail Aldridge & Audrey Musselwhite
"Everything is explained and made easy for me."
Martin Day
"Everything they do makes sense to us."
Nigel & Alison Whitmore
"It’s a good service, clear and easy to understand"
Chandra & Bhavna Patel