About Beneficial Family Wills
Protecting Families for Over 25 Years
Beneficial Family Wills is a trading name of the award-winning Beneficial Trust & Will Company, one of the UK's most respected estate planning firms. We have been helping families across England to protect their futures since 1999.
Our Story
Trusted by thousands of families across the UK
At Beneficial Family Wills, we are a family-led business dedicated to helping individuals and families protect what matters most. We believe that estate planning should be personal, straightforward and tailored to your unique circumstances, which is why we take the time to understand your needs and provide bespoke solutions that reflect your wishes and goals.
We specialise in wills, trusts, lasting powers of attorney, inheritance tax planning, asset protection and wider estate planning services. Whether your requirements are simple or complex, our focus is always on delivering clear advice, practical solutions and exceptional client care.
Our commitment to professionalism is reflected in our affiliations with CILEX (Chartered Institute of Legal Executives), the Institute of Professional Willwriters (IPW), the Society of Will Writers (SWW) and STEP (the Society of Trust and Estate Practitioners). These respected accreditations demonstrate our dedication to maintaining the highest standards of knowledge, ethics and service.
To ensure our clients receive comprehensive support, we work closely with a trusted network of regulated professionals, including tax specialists, independent financial advisers, independent social workers and specialist lawyers. This collaborative approach allows us to provide well-rounded advice tailored to each client's circumstances.
Above all, we are passionate about delivering a warm, personal and professional service. We understand that planning for the future can feel overwhelming, and we are committed to making the process as simple and reassuring as possible. If you are looking for trusted advice and a genuinely personal approach, we would be delighted to help.

Our Values
What makes us different
Family First
We are a family-focused business. Everything we do is designed to protect the families of our clients, and that means treating every client like a member of our own family.
Plain English
Estate planning does not need to be complicated. We explain everything in clear, straightforward language with no legal jargon, so you always know exactly what you are signing.
Professional Excellence
We are members of the Society of Will Writers and hold multiple industry awards. Our team undergoes continuous professional development to stay at the forefront of estate planning.
Local Commitment
We believe in the value of local, personal service. Our dedicated regional consultants are based in the communities they serve, bringing face-to-face expertise that national online providers simply cannot match.
Recognition
Award-winning estate planning
Legal Growth Awards
Best Family-Owned Business
Will Writer of the Year
IPW Award
Will Writing Firm of the Year
North & Midlands
The People Behind BFW
Meet Our Estate Planning Consultants
Our consultants are qualified, award-winning professionals who bring genuine warmth and local knowledge to every family they work with.

Amy Peters
Lincolnshire
Estate Planning Consultant
- IPW Will Writer of the Year 2023
- Chartered CILEX Paralegal
- STEP Affiliate
- Director, BTWC

Angela Rollinson
North Yorkshire
Estate Planning Consultant
- SEND & Vulnerable Beneficiary Specialist
- Estate Planning Consultant
- IPW Member

Dawn Wilson
South Yorkshire
Estate Planning Consultant
- Associate Member IPW
- LLB (Hons)
- Business LPA Specialist

Debbie Koziol
Cheshire
Estate Planning Consultant
- Estate Planning Consultant
- Training & Coaching Background
- IPW Member
Hiren Patel
Bristol & South West
Estate Planning Consultant
- BSc(Hons) Dip PFS CeMAP
- Intergenerational Wealth Specialist
- Holistic Estate Planning

Our Head Office
Visit our HQ in Lincoln
Our head office is conveniently located at Hillcroft Business Park on Whisby Road in Lincoln, with easy parking and good transport links. We also offer home visits and remote appointments across all regions for clients who prefer to meet closer to home.
Monday – Friday: 9:00am – 5:30pm
Saturday: 10:00am – 2:00pm
Ready to protect your family?
Speak to our friendly Lincoln-based team today. Free consultation, no obligation.