Our Team
At The Inheritance Planning Company, our team is at the heart of everything we do. Comprising experienced legal professionals and compassionate advisers, we pride ourselves on delivering tailored advice and expert guidance to help you navigate the complexities of inheritance planning.
Aidan Adams, Director
With nearly 30 years of experience as a financial adviser specialising in estate planning, Aidan brings an unmatched understanding of the complexities and sensitivities involved in inheritance planning. Founding the Inheritance Planning Company in 1990, Aidan has continually deepened his commitment to the business. In 2009, he transitioned from financial planning to focus exclusively on his passion for estate planning.
Joanna Pilcher, Director TEP FCILEx
Joanna Pilcher is a Director at Inheritance Planning Company, TEP and a Fellow of the Chartered Institute of Legal Executives (FCILEx). A Private Client lawyer with 7 years of experience across the Private Client sector, specialising in Wills and Trusts, Joanna also brings 20 years of experience in law, communications, marketing, project management, and customer services. Her diverse background, gained within consulting and client environments, enhances her ability to provide comprehensive legal advice and strategies for estate management and inheritance planning. Joanna’s meticulous approach and commitment to excellence have made her a valuable asset to the company.
Victoria Cleeton, Solicitor and Head of Probate
Solicitor and Head of Probate
Phoebe Cusack, Solicitor
As a solicitor, my role involves assisting clients with administering estates and obtaining probate. Every estate is different, with varying levels of complexity. I find it rewarding to assist our clients in navigating this process, ensuring they have peace of mind.
Hannah Southam, Paralegal
In my role as a paralegal, I assist in the preparation of Wills and Lasting Powers of Attorney. I also assist the directors in their day-to-day duties. I particularly enjoy meeting clients and ensuring their wishes are met.
Teresa Hemmings, Finance Manager
As the company’s Finance Manager at the Inheritance Planning Company, I am responsible for managing the accounts, credit control and bank reconciliations, as well as submitting returns and liaising with our accountants. I ensure our accounts comply with the SRA standards. I enjoy working as part of the team and problem-solving as the need arises.
Luke Wilson, Office Administrator
My role is as a technical assistant to the team, supporting them in matters such as will preparation, probate, Lasting Powers of Attorney and trusts. I ensure our processes run smoothly, and am the first point of contact for client calls and queries. One of the areas I enjoy most is helping our directors with Estate Planning reports.
Ready to enhance your client offering? Contact us today to find out how we can assist you in delivering bespoke estate planning solutions for your clients.