Estate planning, Wills, & Business Succession Planning | 01883 770934-5 | cjh@cjhconsultancy.co.uk 

 Estate planning, Wills, & Business Succession Planning  

C.J.H. Consultancy Services 

At C.J.H. Consultancy Services, we aim to provide you with confidence in planning for whatever comes your way. We are a well-established company that provides support and high-quality services in a range of matters, including: 
 
Wills 
Estate Planning 
Inheritance Tax Planning 
Business Succession 
Probate 
We appreciate that these matters are often difficult for people or firms to deal with, but given their importance, it is vital that these affairs are up to date and as you intend. 
 
We appreciate that these matters are often difficult for people or firms to deal with, but given their importance it is vital that these affairs are up to date and as you intend. 
We are fully aware of the most relevant and pertinent legislation and if you are looking to protect yourself, your loved ones, or your business, we can assist you. We appreciate that the pressures and demands of modern life leave many people unable to stay in touch with these matters but with our support, you will be fully informed. 
 
We can meet you in the most convenient location 
 
We can meet you in the most convenient location 
 
We appreciate that one size does not fit all and therefore we aim to provide a unique and flexible personal service. Our consultants are happy to arrange a visit to your home or office, whatever is the most convenient to you.  
When you call upon C.J.H. Consultancy Services you will benefit from the following: 
 
No hidden charges, you only pay the fee that is clearly stated 
Payment, only when we take your instructions 
Our consultants are members of affiliates of industry bodies 
In-house Solicitors to deal with specific instructions 
Probate and conveyancing services 
We are regulated by the Society of Will Writers and Estate Planning Practitioners 
You are protected by £2,000,000 Comprehensive Professional Indemnity insurance 
 
 

Reliable and Dependable Service 

Based in Caterham, Surrey we aim to provide a reliable and dependable service to local residents and for people in or around Surrey, Sussex and the Home Counties. We appreciate being part of the community and we are keen to play a part in assisting residents and businesses to manage their affairs and to ensure they are happy with their future arrangements. 
 
We are members of the Society of Will Writers, an organisation that aims to set a high standard of will writing. We believe it is essential to promote good practice and protect clients in a legal manner, and our membership of this Society assists us in achieving this. 
 
When it comes to arranging wills, taking care of estate planning and undertaking business succession, we are the specialists. When you want peace of mind and confidence in planning for you and your loved ones, make sure you call upon  
C.J.H. Consultancy Services - we are just a phone call away on 01883 - 770934-5 

Meet Our Team 

 

Colin J Hegner 

Managing Director  
M.S.W.W. M.Inst. S.M.M.  
 

Albert Staffiere 

Area Consultant 
 

Judith Preston-Rouse 

Area Consultant 

Office Personnel  

 

Lucia Jenkins 

Office Manager 
 

Susan Ashley-Buck 

Office Administrator 
 

Sharon Wolland 

Office Administrator  
 

Shanti Palmer 

Probate Department - STEP Qualified 
 

Nicola Manning 

Consulting Practising Solicitor 

As a local firm we are specialists in: 

Will writing 
Estate planning 
Probate 
 
 

Providing comprehensive advice in a range of areas 

Complex Wills 
Non-complex Wills 
Inheritance Tax planning 
Lasting Powers of Attorney 
Protective Trusts 

Fixed Price Packages 

SINGLE WILL or MIRROR WILLS 
LIFETIME PROTECTION PLAN 
A Single Will or Mirror Will and Lasting Power of Attorney. 
BENEFICIARY PROTECTION PLAN 
A Single Will incorporating a Nil rate band Trust or a Flexible Life Trust (FLIT) and a Lasting Power of Attorney. 
SECURE PROPERTY PLAN 
2 Wills with Life Interest Trusts, Severance of Tenancy and 2 
Lasting Powers of Attorney. 
SECURE INHERITANCE PLAN 
2 Wills with Nil rate band Trust or Flexible Life Trust, and 2 
Lasting Powers of Attorney. 
ASSET PROTECTION PLAN 
A Single Will or 2 Wills, with Nil rate band Trust(s) or Flexible Life Trust(s) if appropriate and an interest in Possession Trust and Lasting Powers of Attorney. 

Other Products & Services 

In addition to Wills and Estate Planning we offer the following services, both of which can be arranged by  
simply calling us on:- 01883-770934 

Lasting Powers of Attorney 

Should you find yourself in the unfortunate position where you are unable to make decisions for yourself due to long term illness, dementia or stroke you can legally appoint someone you know and trust to make decisions on your behalf. 
 
This can be for your Health and Welfare and/or your Property and Financials, we can help you put the right protection in place, for you, your family and your assets giving you peace of mind for the future. 
 
Instructions can be taken over the telephone by calling 01883-770934, a member of our friendly team will be happy to go through the details with you. Or you may wish to email us, we will ensure a quick response on: cjh@cjhconsultancy.co.uk 

Funeral Plans 

Take the stress and expense from those close to you by arranging your funeral with a guaranteed pre-paid plan. 
 
Our partners Golden Leaves, have been providing quality funeral services for over 35 year and offer a straightforward, affordable way to plan and pay for the funeral you want. There are a comprehensive range of options and payment plans so you’re sure to find one that suits your budget and requirements. 
 
For further details please contact us, leaflets are available by post or email.  
No home visit is necessary, we can arrange everything over the phone – call us now on 01883 - 770934. 

Please contact us if you would like any of the leaflets or guides listed below: 

Leaflets - All six fixed price packages: 
 
Document storage/Digital vault 
Pre meeting pack 
How to give instructions remotely 
Guidance notes following bereavement 
Guide to Probate 
Duties as an Executor 
Guidance notes for Attorneys 
Advance Directive or Living Will 
 
Guides - to Property ownership 
 
Owning property together – Joint tenancy v. Tenancy in common and Trusts 
Confirmation of Instruction guide 
Business Succession planning 
Estate planning guide  
Guide to Civil partnerships 
Funeral and Green funerals plans 
Guide for the completion of your documents 
Opening a Bank account to manage your Trust  
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