GPW Trusts

What GPW Trusts does

GPW Tax and Law Limited (trading as GPW Trusts) is a UK-based specialist estate planning and private client legal firm headquartered in Caergwrle, Wrexham, with a secondary office in Macclesfield. Founded circa 2014, the firm provides wills, trusts (including Discretionary Will Trusts, Business Trusts, Agricultural Trusts and Lifetime Trusts), Lasting Powers of Attorney (Property & Finance and Health & Welfare), long-term care planning, inheritance tax mitigation, business succession/shareholder protection, and probate services to individuals, families, business owners, agricultural clients, blended families, and families with vulnerable dependents across more than 20 counties in England and Wales. As of the latest data the firm employs between 1 and 10 people, led by Principal Director Gavin Prideaux-Williams and Director Sandra Leyland Williams, with Joanne Wood as an additional Estate Planning Consultant.

Service delivery is consultative and multi-modal: appointments are held at firm offices, at client homes (including care homes, hospitals and hospices), or remotely via Zoom and Microsoft Teams, with flexible scheduling including evenings and weekends. Underlying technology is modest — a WordPress website with standard plugins (Google Fonts, reCAPTCHA, Google Maps, Vimeo, YouTube, Complianz) and consumer video conferencing tools — and there is no proprietary software, API, app, or AI capability disclosed. Output scale signals include 10,999+ documents produced and over £560 million of client assets protected.

Revenue is generated through professional services fees for each engagement. Probate is the only publicly disclosed pricing line, set as a fixed fee equivalent to 1.5%-1.75% of estate value (versus an industry standard of 1.5%-3% plus hourly fees), with a 'Probate Assist' half-self-service variant. Will and Trust fees are not publicly disclosed and are quoted based on complexity. Additional revenue streams include training and mentoring for solicitors, financial planners, and estate agents, and paid public speaking at business events and on radio/podcast programmes. Go-to-market is sales-led and content-driven, relying on the firm's website, SEO, case studies, testimonials, public speaking, and direct phone/email enquiry. The firm carries £2 million of professional indemnity insurance and operates under the codes of the Institute of Professional Will Writers and STEP (Society of Trust and Estate Practitioners).

Name

GPW Trusts

Legal name

GPW Tax and Law Limited

Website

https://gpwtrusts.co.uk

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

GPW Trusts (GPW Tax and Law Limited) is a UK private client firm offering wills, trusts, LPAs, probate, long-term care and inheritance tax planning to individuals, families, business owners and agricultural clients across 20+ counties in England and Wales from offices in Caergwrle and Macclesfield.

Ownership category

akta.pro rank

Product category

Estate Planning Legal Services

NAICS

Trusts, Estates, and Agency Accounts (52592), Trusts, Estates, and Agency Accounts (525920)

SIC

Services-Legal Services (8111)

akta.pro industry

PRIMARYBPAHAAAK

Family & Private Client (Trusts & Estates) Law

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Legal Services

SECONDARYFSAEAKAE

Trust & Estate Tax Planning & Compliance

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Fiduciary, Trust & Estate Advisory

SECONDARYFSAAANAE

Estate Administration & Probate Services

Financial & Insurance/Asset & Wealth Management/Trust & Fiduciary Services (Trust Companies, Estate & Custody Trusts)

SECONDARYFSAEAKAD

Estate & Probate Administration Services

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Fiduciary, Trust & Estate Advisory

SECONDARYBPAHAAAG

Tax Law

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Legal Services

Keywords

• Estate planning services
• Will writing services
• Trust administration
• Probate services
• Inheritance tax planning

Headquarters

HQ city

Wrexham

HQ country

United Kingdom

HQ region

Europe

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Others, Marketing or Sales

Revenue model

1. Will and Estate Planning Services: Professional services for creating wills, trusts, and related estate planning documents. Services are tailored to individual circumstances with pricing based on complexity and work involved.
2. Lasting Power of Attorney (LPA) Services: Preparation and setup of Property & Finance and Health & Welfare LPAs, enabling trusted individuals to manage affairs on behalf of clients.
3. Probate Services: Full probate administration from start to finish. The firm charges a fixed fee equivalent to 1.5%-1.75% of the estate value, compared to industry standard of 1.5%-3% plus hourly fees. Also offers 'Probate Assist' for executors who prefer to handle most work themselves with professional oversight.
4. Training and Mentoring Services: Gavin provides training and mentoring to solicitors, financial planners, and estate agents on Wills, Trusts, and Inheritance Tax Planning topics.
5. Public Speaking Services: Gavin delivers keynote presentations and speaks at business events, mastermind weekends, and radio/podcast programs on estate planning topics.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels6 records

Core offering

GPW Tax and Law is a professional estate planning consultancy that drafts wills, sets up legal trusts (including Discretionary Will Trusts, Business Trusts, Agricultural Trusts, and Lifetime Trusts), creates Lasting Powers of Attorney, plans long-term care and inheritance tax (IHT) mitigation, structures Business Will Trusts and Shareholder/Director Protection, and administers probate (full service and 'Probate Assist' self-service). Services are delivered through office appointments, home visits, and video conferencing for individuals, families, business owners, and farming clients across England and Wales.

Product overview

GPW Tax and Law operates as a single unified service offering professional estate planning and legal services, consisting of eight distinct products/modules: Simple Wills, Trusts (including Discretionary Will Trusts, Business Trusts, Agricultural Trusts, and Lifetime Trusts), Lasting Power of Attorney (covering both Property & Finance and Health & Welfare), Long-term Care Planning, Inheritance Tax Planning, Business Will Trusts & Shareholder Protection, Probate Services (with full administration and 'Probate Assist' self-service options), and Public Speaking and Training. These services are designed to work together as an integrated estate planning solution, protecting clients' assets, ensuring proper Will execution, minimising inheritance tax, and providing for seamless transfer of wealth to beneficiaries.

Differentiator

Problem solved

Functional benefit

Products and services

• Simple Wills Professionally-drafted wills that specify inheritance wishes, appoint guardians for minor children, and include trusts to protect beneficiaries from divorce, creditor claims, and inheritance tax, with secure document storage. Intended for individuals and families seeking to formalise estate distribution.
• Trusts Flexible legal trust arrangements including Discretionary Will Trusts, Business Trusts, Agricultural Trusts and Lifetime Trusts that protect inheritance from divorce, remarriage, disability, care fees, and creditors. Designed for individuals, families, and business owners needing targeted asset protection.
• Lasting Power of Attorney (LPAs) Legal documents appointing trusted individuals to manage affairs when capacity is lost, comprising a Property & Finance LPA (bank accounts, investments, pensions) and a Health & Welfare LPA (medical care, care home selection, daily routine). Targeted at individuals seeking to plan for future incapacity.
• Long-term Care Planning Planning service that structures trusts to shield family property and assets from care fee assessments when one partner requires residential or personal care. Intended for older couples and families concerned about care costs eroding inheritance.
• Inheritance Tax (IHT) Planning Advisory service that minimises or eliminates inheritance tax liability through lifetime planning, using the Nil Rate Band (£325,000 per individual) and Residence Nil Rate Band (up to £500,000 each, enabling combined married couple allowances up to £1,000,000). Intended for individuals and couples with estates above the nil rate band.
• Business Will Trusts & Shareholder/Director Protection Protective planning for sole directors/shareholders and multi-director companies that ensures business continuity and the tax-efficient transfer of business assets upon a director's death or loss of mental capacity. Designed for owner-managed businesses and SMEs.
• Probate Services Full probate administration including asset collection, debt settlement, HMRC negotiations, Grant of Probate acquisition, and estate distribution, charged at a fixed fee of 1.5%-1.75% of estate value (vs. industry standard 1.5%-3% plus hourly fees). A 'Probate Assist' option supports executors who handle most work themselves with professional oversight. Intended for executors and families administering estates after a death.
• Public Speaking and Training Educational service comprising talks to business and social groups on Wills, Trusts and Inheritance Tax Planning, plus training and mentoring for solicitors, financial planners and estate agents on the same topics. Delivered via keynote presentations, mastermind weekends, radio and podcast appearances.

Quantifiable outcome

• Assets of over £560 million protected for clients
• +3 more outcomes

Named customers5 records

Segments6 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• NFU Mutual: UK mutual insurer offering wills, estate planning, and inheritance tax services alongside its core agricultural and small-business insurance products. Particularly relevant comparator for GPW's agricultural and farming-client segment, though delivered as an add-on to a wider financial services proposition.

Broad incumbents

• Irwin Mitchell: Major UK law firm with a substantial Private Wealth practice covering wills, trusts, estate administration, and tax planning for HNW individuals. Targets a similar end-client need (estate protection, IHT mitigation) but serves a more affluent, often London-centric client base with full-service legal capabilities.
• Stephenson Harwood: International law firm with a UK Private Wealth group serving HNW clients on succession, trusts, and estate administration. Compares on complex estate and cross-border planning rather than volume will-writing.
• Shakespeare Martineau: National UK law firm with a Private Client practice spanning wills, estate planning, tax, and trusts. Comparable service mix to GPW, but full-service legal firm with broader sector coverage and multi-office presence.
• Hugh James: UK-wide law firm with a strong Private Wealth and Contentious Probate offering. Overlaps with GPW on wills, trusts, and estate administration, but adds litigation capacity and broader legal services, with a Wales/England footprint that partially overlaps GPW's geography.
• Co-op Legal Services: Large UK legal services provider offering wills, probate, estate planning, and family law to consumers nationally. Overlaps directly with GPW's core will-writing and probate services, but operates at national scale with brand and technology advantages that GPW lacks.
• Boodle Hatfield: London-based private client and family law firm focused on HNW/UHNW wills, trusts, estate administration, and succession planning. Comparable to GPW's HNW and complex estate work but operates at higher price points and predominantly in the London market.

Direct peers

• Countrywide Tax & Trust Corporation: UK specialist firm providing will writing, trusts, inheritance tax planning, and probate services nationally. Very direct competitor on service mix and customer type (HNW individuals, business owners), with broader geographic reach than GPW.
• Wrigleys Solicitors: Leeds-based law firm with a recognised Private Client practice focused on wills, trusts, estate administration, and tax planning for individuals and business owners. Closely comparable service offering and client type to GPW, but operating primarily in the North of England.
• Kingsbridge Estate Planning: Specialist UK estate planning firm offering wills, trusts, LPAs, and inheritance tax advice to individuals and business owners. Closely matches GPW on product offering, customer segment, and consultative sales-led GTM.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/gpwtaxandlaw

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about GPW Trusts