The Will Bureau
Security Across Generations
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The Team

Security Across Generations

 

Get in touch

We at The Will Bureau know that finding the right company to handle your estate planning requirements is a choice not to be taken lightly. That’s why we offer free consultations to walk you through your needs, the scope of your goals, and your budget.

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The Team

 
 
 Andrew Edwards M.D.

Andrew Edwards M.D.

Managing Director

Andrew Edwards: andrewe@twb.org.uk

Andrew is and has been both the owner and Managing Director of The Will Bureau for nearly 30 years. He’s a very experienced Will and Inheritance Tax planning adviser and has clients ranging from Investment Bankers, Lloyds’ Brokers to professional footballers. He also advises business owners on business succession planning, helping to maximise the tax opportunities for such clients. His specialties include Wills, Inheritance Tax Planning, Estate Administration, Business Property Relief, Lasting Powers of Attorney, Trusts and Probate

Andrew is a long suffering Derby County fan. He loves music and has a wide interest in different genres.

 
 

 
 
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Non-Executive Director

Len Steppings

Len was formerly with HMRC then a tax professional from 1978 including 12 years as a Partner with a major London practice and subsequently an independent Tax Consultant. He is now a retired Life Member of The Chartered Institute of Taxation.

 
 

 
 
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Senior consultant

Adele Jameson: adelej@twb.org.uk

Adele is highly qualified and knowledgable and gives advice on wills, testamentary trusts and other testamentary issues including domicile status, inheritance tax planning and property. She is STEP qualified and aims for the highest quality and excellence in all that she undertakes. She likes to work with people with the same high standards. Her clients include business owners, professionals in the film and literary industries and those with careers in the financial arena, although much of her work is with ex-pats.

In her spare time, Adele enjoys singing and writing novels, logistical puzzles and holidaying with her husband in the beautiful, untamed region of Northumbria.

 
 
 

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Senior consultant

Martin Reeder: martinr@twb.org.uk

 
 
 

 
 
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consultant

Jules Jack: julesj@twb.org.uk

Jules has had a lot of experience planning for tomorrow; his mother was diagnosed with colon cancer in 2006 and his father passed away from prostate cancer in 2013. It was during this period that it became obvious how few people he knew had either made a Will, put in place Lasting Power of Attorney or had considered inheritance tax implications on their estate.  Jules is currently undertaking his STEP professional qualifications. 

Jules is an experienced public speaker in the fields of estate planning and healthy ageing. In a former life, he was the IT Director for a major food retailer and also holds the highest personal trainer qualification, with a specialism of the management of diabetes and obesity. 

 
 
 

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Consultant

Sofia Papanikolaou: sofiap@twb.org.uk

 
 
 
 

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Head of drafting

Julie Weston: juliew@twb.org.uk

 
 
 
 

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Will Drafter

Gary Levy: garyl@twb.org.uk

 
 
 
 

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PA To Andrew Edwards

Alison Hocking: alisonh@twb.org.uk

 

 
 
 
 

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office administrator

Sarah Moretto: sarahm@twb.org.uk

 
 
 
 

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analyst programmer

Aaron Edwards: aarone@twb.org.uk

Aaron is our in-house Analyst Programmer who provides programming leadership and support for all TWBs systems and IT related projects. He's also responsible for recommending, developing and implementing all technology solutions, including working cross-team with our suppliers and business partners.

He describes himself simply as an avid programmer and developer.