The Will Bureau
Security Across Generations
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The Team

THE TEAM

 

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 an initial free consultation to walk you through your needs, the scope of your goals, and your budget.

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The Team

 
 
Andrew Edwards

Andrew Edwards

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.

 
 

 
 
Len Steppings

Len Steppings

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.

 
 

 
 
Adele Jameson

Adele Jameson

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.

 
 
 

Martin Reeder

Martin Reeder

Senior consultant

Martin Reeder: martinr@twb.org.uk

 
 
 

 
 
Jules Jack

Jules Jack

consultant

Jules Jack: julesj@twb.org.uk

As an estate planner, I am a generalist, but have a special interest in vulnerable and elderly clients and also digital assets. 

I've had a lot of experience elderly care, planning for tomorrow and also three generation living. My mother was diagnosed with colon cancer in 2006 (at which point both my parents came to live with me, my wife and three sons) and my father passed away from prostate cancer in 2013 after progressive deterioration from 2007/8 (we watched him deteriorate from man to baby). Moreover, my parents-in-law are both in their upper 90s, suffer with dementia and now reside in a care home. My wife is a deputy for them both. This enables me to

During my father's illness and the time spent arranging his funeral, it became crystal clear how few people I knew had either made a Will, put in place Lasting Power of Attorney or had considered inheritance tax implications on their estate or had even started making provision for care of elderly parents and loved ones. 

All the above mean I am able to bring a high level of empathy when dealing with elderly and vulnerable clients and also their families.

I'm an experienced public speaker in the fields of both estate planning and healthy ageing. In a former lives, I was the IT Director for a major food retailer and thereafter, a level4 personal trainer (the highest qualification), with a specialism of the management of diabetes and obesity. I am also STEP qualified (Society of Trust and Estate Practitioners).

 
 
 

Julie Weston

Julie Weston

Head of drafting

Julie Weston: juliew@twb.org.uk

 
 
 
 

Gary Levy

Gary Levy

Will Drafter

Gary Levy: garyl@twb.org.uk

 
 
 
 

Alison Hocking

Alison Hocking

PA To director

Alison Hocking: alisonh@twb.org.uk

 

 
 
 
 

Danielle Glaze

Danielle Glaze

office administrator

Danielle Glaze: danielleg@twb.org.uk

Danielle is responsible for client administration, acting as an important point of contact for clients, old and new, Andrew, the Managing Director and the consultants. She strives to and does deliver an excellent standard of service, ensuring all clients are satisfied with their Will Bureau experience.

A graduate of The University of Manchester, Danielle describes herself as a longstanding food lover!

 
 
 
 

Aaron Edwards

Aaron Edwards

systems & IT

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.