Wills, trusts and estate planning — done properly, explained plainly
Dixons Private Client is a small estate planning practice on the west coast of Anglesey, working with clients across England and Wales — mostly online, in person where it helps. It is led by Klara Dixon, a will and trust practitioner with more than twenty years in UK financial services and private client work.
A small, personal practice. You deal with one practitioner throughout. Klara is a STEP Associate (membership number 270902) and has helped over a thousand clients across her career, including setting up over a hundred lifetime trusts.
We make the plan. Specialists are brought in where the plan needs them, not before.
Planning what happens to your home, savings, pensions and belongings is one of the most practical things you can do for the people you love. We help you put clear, well-drafted arrangements in place — and we look at the tax before you commit, because that is where good intentions most often go wrong.
What we help with
Wills. Arranging and drafting a will that does what you intend, signed and witnessed so that it stands. A will is read at the one moment you cannot explain what you meant — so the words, and the formalities, have to be right first time. You cannot un-bake a cake.
Estate planning. Not just for the wealthy and the offshore crowd. It is the little foxes that spoil the vines: the family home you worked so hard for, the pension, the savings, and a tax system that changes every Budget. We look at the whole picture and plan ahead.
Trusts and asset protection. Setting up and running trusts where they are the right tool, and saying so when they are not.
Lasting powers of attorney. The most underestimated document of all, with consequences that can run further than having no will. Without one, the Court of Protection steps in — slowly, expensively, and not necessarily as you would have chosen. Put it in place while you still can.
Estate administration support. When someone has died, practical help for the executors through valuations, the inheritance tax forms, the estate accounts and distribution — you stay in charge, we work alongside.
Guidance on tax and accounts. A clear spreadsheet of the tax you could be paying — income tax, capital gains tax, inheritance tax — and a written report so you know exactly where you stand before you decide anything.
How it works
You send an enquiry. We offer you a time to talk: a first meeting of up to an hour for a fixed £180, which includes the fact-find and a letter afterwards setting out what we discussed, what we found, what we recommend and what it would cost. Then you decide. See how it works.
