Built around the person — not the product
Four integrated modules — starting with the Will Module in June 2026
Multi-jurisdiction UK Will. Digital guided questionnaire. Society of Will Writers qualified. Coordinated with India & UAE succession.
Launching June 2026
All assets across all countries in one view. Real-time consolidation. Multi-currency net worth. Ownership clarity across jurisdictions.
Coming 2026
Retirement sustainability analysis. Cash flow projections. Scenario planning. Timeline-based forward visibility.
Coming 2026
Outcome-based asset allocation. Benchmarked against your life goals — not market indices. Coordinated with estate and tax strategy.
Coming 2027
A structured, guided process from initial questions to signed document
Answer guided questions about your estate, family, and wishes
Our digital questionnaire walks you through every decision — executors, guardians, residue, specific gifts, trusts, and LPAs. Legal guidance at every step.
Outcome: Complete estate picture
We review your answers and clarify any complex points
A qualified will writer reviews your questionnaire responses. We discuss any cross-border considerations, trust structures, or unusual circumstances.
Outcome: Verified instructions
Your will is professionally drafted by a Society of Will Writers member
We produce a legally sound UK Will reflecting your instructions. Multi-jurisdiction coordination included where UK assets interface with Indian or UAE assets.
Outcome: Draft will document
You review the draft and we guide you through correct execution
We ensure the will is signed and witnessed correctly — a common area where DIY wills fail. We provide clear signing instructions and witness requirements.
Outcome: Legally valid will
Secure storage and registration with the National Will Register
Your will is registered with the National Will Register so it can be found after your death. We provide secure storage and remind you to review it as your circumstances change.
Outcome: Protected and findable
Estate planning that works across the jurisdictions that matter most to NRI families
🇬🇧 United Kingdom
🇮🇳 India
🇦🇪 UAE & International
"Succession planning is not just about who gets what — it's about how easily they can receive it across borders."
From scattered to certain in three integrated steps
Global Wealth Consolidation
All assets. All countries. One unified view.
✓ Full picture, instantly
Financial Life Modelling
Net worth, cash flow, retirement scenarios.
✓ Forward-looking clarity
Integrated Multi-Domain Advice
Tax, legal, investment, debt — coordinated.
✓ One relationship, not five
Delivered as one coordinated system
All assets, all countries, one view
Net worth, cash flow, retirement scenarios
Wills, trusts, succession across jurisdictions
Invest around outcomes, not noise
Tax, legal, investment, debt — coordinated
Investment
Portfolio strategy
Tax
Multi-jurisdiction planning
Debt
Mortgage & borrowing
Estate
Succession & trusts
It's not about beating the market. It's about your life.
Raj & Simran don't need 15% returns. They need 6%.
Mortgage rate: 5.5%
Lifestyle return needed: ~net 6%
*assumed 40% tax rate
This is the fundamental shift from product-focused advice to life-aligned strategy. Every decision is benchmarked against your actual goals, not market benchmarks.
Professional foundation. Regulated expertise. Trusted network.
Chartered Accountant (CA) & CFA Charterholder
25+ years in complex global finance. Lived in 5–7 countries. Understands cross-border complexity first-hand.
STEP Affiliate Member · Society of Will Writers Full Member
Access to a 32,000+ global network of trust and estate professionals. Examination-based will writing accreditation. STEP Diploma in trust and cross-border succession.
Multi-disciplinary partnerships across jurisdictions
Estate lawyers, tax experts, trust specialists in UK, India, and UAE. FCA-authorised partners for regulated mortgage and investment advice.
View our execution roadmap and discover when each capability launches.
See Roadmap