Stratford-upon-Avon
13 The Courtyard
Timothy's Bridge Road
Stratford-Upon-Avon
Warwickshire CV37 9NP
The home of personalised estate planning solutions.
At GJ Estate Planning, we understand the intricacies that arise within families and businesses alike. Our goal is to simplify these complexities by providing guidance every step of the way.
Whether it’s for your family or business, our team of estate planning experts is dedicated to assisting you in creating a secure and prosperous future. We specialise in crafting personalised plans that precisely align with your unique needs and aspirations, ensuring peace of mind for both your personal and professional pursuits.
Estate planning: Secure your legacy and the future for your family
It’s only natural to safeguard your hard-earned assets for the well-being of your cherished family. Let us guide you in securing your legacy and ensuring a brighter future for your family. Take the first step towards safeguarding your assets by entrusting us with your estate planning needs.
Business Owners: Strategic estate protection
Owning a successful business is a testament to your hard work. Ensure its legacy with strategic estate and succession planning tailored to your enterprise. Let us navigate the complexities while you focus on what you do best—running your business. Secure your legacy today for a thriving tomorrow.
Will creation: Protect your loved one's inheritance
Death is an inevitable part of life, yet discussing it remains a challenging topic for many. Through our services, we aim to ease this conversation. Trust us to provide you with peace of mind, knowing that your legacy is in secure hands.
Will Creation
It’s about securing your legacy. Our friendly team are specialists in wills and estate planning, making sure your loved ones benefit entirely from the inheritance you want them to receive. Seeking professional advice is essential and we’re here to guide you every step of the way!
Trusts
Navigating Trusts can be complex; we’re here to simplify it, offering guidance to secure your assets for future generations. Whether it’s setting up a trust or managing an existing one, we’re here to ensure your wishes are honoured and your legacy protected.
Estate Planning
Our estate planning services ensure your wealth supports your loved ones, providing peace of mind. Rely on our experts to secure your legacy and safeguard your assets by creating a strategic plan to manage and distribute assets during and after your lifetime.
Business Succession
Our tailored services aim to protect your business assets, ensuring a smooth transition and safeguarding the future for generations to come. Allow us to handle the intricacies while you stay focused on leading your business to success.
Lasting Powers of Attorney
Empower your decision-making through Lasting Powers of Attorney. Designate trusted individuals to represent you when needed most. Get in touch with our team for complimentary guidance on initiating this crucial legal safeguard.
Learn more about wills & trusts
Make a Will: Everything You Need to Know
by grenfell james
Estate Planning: Protecting Your Loved Ones
by grenfell james
Estate Planning: A Top Priority for Business Owners
by grenfell james
Why not get in touch to see how we can secure your legacy?
“The team at GJ Estate Planning provided expert guidance, explaining all options clearly. Their professionalism and knowledge eased my concerns, ensuring my affairs are in perfect order for the future.”
Mel, Stratford-upon-Avon
How can we help you?
Stratford-upon-Avon
13 The Courtyard
Timothy’s Bridge Road
Stratford-Upon-Avon
Warwickshire CV37 9NP
Grenfell James Technology Adoption Index
How does your business perform against others adopting financial tech? Find out with our interactive diagnostic:
1.
How does your business receive invoices?
A)
Invoices are mainly received in paper form
B)
Invoices are mainly received by email
C)
Invoices are emailed then automatically forwarded to a designated mailbox
2.
How are purchase invoices processed?
A)
Invoices are entered manually
B)
Invoices are attached to manually raised invoices
C)
Automated software (e.g. ReceiptBank, 1Tap, HubDoc etc) collates invoices
3.
How are accounts processed?
A)
Using Excel/paper-based
B)
Using Computer-based, offline software
C)
Using cloud-based accountancy software
4.
How often is business data revised?
A)
Data is updated annually
B)
Data is updated quarterly
C)
Data is updated monthly or more often
5.
How is banking updated for your business?
A)
Banking is updated manually
B)
Banking is updated by imports
C)
Banking is updated via a live feed
6.
How are bank payments made?
A)
Bank payments are manual
B)
Bank payments are made using bulk imports
C)
Bank payments are made directly via accounting software
7.
How are bank receipts reconciled?
A)
Receipts are chased and reconciled manually
B)
Receipts are chased and reconciled automatically
C)
A third-party platform is used to chase debts and collect fees
8.
How often are management reports produced?
A)
No reports are provided
B)
Reports are provided but often too late to be valuable
C)
Reports are automated with real-time information
Score 8-12:
Curious Exploration
Your financial technology phase is Curious Exploration
% of respondent businesses are in this phase too.
Switching accountancy systems may seem like an upheaval, but can be much more straightforward than most businesses imagine. From talking to our clients, they have found moving from paper invoicing and desktop-based accounting software to the cloud and apps quickly makes the transition process a worthwhile investment of time. Digital accounting solutions bring in streamlined processes, up-to-date business data and greater confidence in the accuracy of information when making financial decisions.
Grenfell James works with your team to fully assess the needs of your business and minimise the impact of any transitions for solutions we recommend.
Score 13-19:
Measured Discovery
Your financial technology phase is Measured Discovery
% of respondent businesses are in this phase too.
Once cloud accountancy software is in place, there’s still plenty of scope to improve your accountancy processes and make sure your business is maximising the benefits of adopting a digital accounting solution. Grenfell James assesses each business to understand how any implemented solutions are being used, identify areas for improvement and the needs of the business overall to support your business goals and achieve success.
Our team of experts can discuss a range of time-saving automation and get different apps and cloud-based solutions talking to create and manage a digital accountancy eco-system to help your business grow.
Score 20-24:
Bold Innovation
Your financial technology phase is Bold Innovation
% of respondent businesses are in this phase too.
You know the benefits of accounting technology and the impact it can have on your business goals. If you want to take it a step further, our team can conduct a systematic review of your processes, apps and business goals to ensure your digital accountancy ecosystem is keeping pace with the changing needs of a growing business.