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Inheritance planning – The Give & Guard strategy

Inheritance planning – The Give & Guard strategy

Inheritance Tax Planning — Pass on more of your Estate Without Losing Control. Inheritance Tax Planning  — Pass on more of your Estate Without Losing Control. You’ve worked hard for what you have. The last thing you want is for a large chunk of your estate to be lost...

What Our Clients Say About Us

Genuine reviews from families across Macclesfield and Cheshire who’ve trusted us with their Wills, Trusts, and Estate Planning.

  • Always a pleasure to deal with Joseph thank you once again for your help- 5 star service

    Amy Aylesbury Avatar Amy Aylesbury
    29 January 2026

    I would just like to take this opportunity to say a massive thank you to Joe. I cant speak highly enough of the service from Moneybox Wills and Trusts. I was constantly met with care, patience and genuine compassion to what can feel like a daunting process. I am truly grateful for all of your help and would wholeheartedly recommend you to anyone looking for a will writer. Thank you Joe

    Keri Slade Avatar Keri Slade
    3 December 2025

    Joe is really friendly and helpful, and made the process of drawing up my will hassle free. I'd happily recommend his services to others.

    Get Dynamic Online Avatar Get Dynamic Online
    10 November 2025

    Friendly, helpful and easy to understand

    June Bailey Avatar June Bailey
    30 September 2025
  • A huge thank you to Joe at Moneybox Wills & Trusts for arranging my father's Will and Power of Attorney. With severe COPD and on oxygen 24/7, Dad becomes very anxious when meeting new people, which can easily bring on an exacerbation. Joe, however, was absolutely amazing with him—he let Dad set the pace of the meeting and took the time to explain everything to him making sure he understood it all clearly. Thanks to Joe and Tracy, everything was dealt with and registered quickly and efficiently. I would highly recommend them to anyone

    N T Avatar N T
    29 July 2025

    Fabulous personal touch .. patient and practical .. can’t recommend strongly enough

    J Paterson Avatar J Paterson
    21 July 2025

    So I was told by a friend to go to money box Wills and Trusts by a friend and I have to say what a total pleasure it was using their services I also took along my mum and she made a Will at the same time. The person who took us through the Wills and also point of attorney was a man named Joe Etherington this man is fantastic there was no pressure at all he made everything perfectly clear and easy to understand he was also very friendly the type of bloke you could sit and relax over a pint with and not just a person selling you something. I highly recommend money box to anyone who is thinking of making a Will, point of attorney or even a mortgage.

    dennis prince Avatar dennis prince
    8 June 2025

    Joe, was extremely helpful and professional throughout ,making the complex process easy to understand and complete. Everything was done in a timely manner and Joe was a pleasure to do business with.

    mp Keegan Avatar mp Keegan
    1 April 2025
  • Joe was really helpful. He took his time and was kind and considerate in his dealings with my personal matters and ensuring that our shareholders agreement was taken into account protecting my fellow directors with a financial and medical power of attorney also and living will. I would highly recommend Joe and Moneybox and their fees were very fair too.

    Hilary Mines Avatar Hilary Mines
    15 November 2024

    Mum and I went and met the lovely, friendly and humorous Joe in regards to him sorting out power of attorney and mum's will. He was very informative and made us feel at ease when going through the process. We would highly recommend Moneybox wills and trusts.

    Tracey Avatar Tracey
    8 November 2024

    Fantastic, professional service. Joe in particular was so knowledgeable, and he made the process of writing our wills much more straightforward than we expected. Trustworthy and stress-free. Highly recommended.

    Angela Watson Avatar Angela Watson
    29 October 2024

    Joe was so helpful, kind and knowledgeable at getting my will set up in a very short space of time. I can highly recommend him for his professional yet friendly manner in sorting what can for some people be a difficult and emotive thing to do. Thank you

    Heidi Worthington Avatar Heidi Worthington
    2 July 2024
  • Joe lead us through the whole process of completing our wills in a professional manner also advising us on any points of concern that arose. I have no hesitation in recommending Joe and his team.

    brian mainwaring Avatar brian mainwaring
    25 June 2024

    My wife and I have been talking about getting our affairs in order for quite some time and thought the whole thing would be complicated, however after meeting with Joe at MoneyBox Wills and Trusts , he put us both at ease straight away, Joe took the time to understand our needs and wishes, explained the whole process in easy to understand language and gave us peace of mind that we were well looked after and our wishes would be honored, i highly recommend Joe, Moneybox Wills and Trusts and implore anyone who is putting things like this off to get in touch with him. Thanks Joe.

    Damien Bethell Avatar Damien Bethell
    6 June 2024

    Joe was amazing right from the start. Came to my house, so friendly and patient! Explained everything clearly to me. Excellent service and would certainly recommend Joe and the team to anyone!

    Angela Norman Avatar Angela Norman
    31 May 2024

    Joe was superb from start to finish. Visited my parents at their home, explained everything in simple terms, and arranged the Wills and Trust very quickly. Joe was very personable throughout and put my parents at ease. I highly recommend this company to arrange Wills and Trusts.

    Andy Frost Avatar Andy Frost
    3 April 2024

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