Company lists · Data refreshed September 2026
Top 25 Estate planning companies based in the United Kingdom
RevenueBase identified 698 company matches for estate planning companies associated with the United Kingdom as of September 2026 and tracks 4,586 professional contacts across them, including 2,204 with verified work emails. London is the largest hub.
This list covers company matches for estate planning companies associated with the United Kingdom, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest estate planning companies based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 489 contacts → | ||||
Exact match “Ready to make baffling jargon and unclear advice a thing of the past?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 246 contacts → | ||||
Exact match “Turcan Connell specialises in providing legal and tax advice to private individuals and their families.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 189 contacts → | ||||
Exact match “WBW offers a full range of legal and financial planning services to individuals and businesses, both locally and nationally.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 188 contacts → | ||||
Exact match “Based in Leeds, London and Bath, The Private Office is one of the UK’s Top 25 Financial Planning Companies acting for more than 2400 individuals, families, businesses and trusts…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 150 contacts → | ||||
Exact match “Right Legal Group is a well-established law firm that forms part of a network of Law firms that specialise in Wills and Probate services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 88 contacts → | ||||
Exact match “At Honey, we're all about taking care of people.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 87 contacts → | ||||
Exact match “Mogers Drewett is a leading Southwest legal and financial planning firm that takes pride in building long term client relationships.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 86 contacts → | ||||
Exact match “Kings Court Trust is one of the UK’s leading estate administration service providers.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 71 contacts → | ||||
Exact match “Murray Beith Murray LLP is a leading Scottish private client law firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 71 contacts → | ||||
Exact match “Countrywide Tax & Trust Corporation Ltd provide a full range of private client and tax planning services, and the software packages to enable you to offer these services to your…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 48 contacts → | ||||
Exact match “WSL Will Writing Services – securing your wishes.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 47 contacts → | ||||
Exact match “Our focus is the provision of UK based trust and will related services to protect the wealth of individuals and their families.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 42 contacts → | ||||
Exact match “Legacy Wills is a new concept in the private client sector providing a source of complete services for professionals in private client practices.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 39 contacts → | ||||
Exact match “Sinclair Gibson LLP is a leading independent private client law firm based in London.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 34 contacts → | ||||
Exact match “At Dunham McCarthy, we practice a holistic approach to estate planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 34 contacts → | ||||
Exact match “Making sense of the complex.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 32 contacts → | ||||
Exact match “Take the first step towards peace of mind.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 31 contacts → | ||||
Exact match “Who Are Simpler Law?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 30 contacts → | ||||
Exact match “At Joslin Rhodes, we believe retirement should be about more than just money.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 28 contacts → | ||||
Exact match “James McKenzie Wills Limited is a specialist Will writing firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 28 contacts → | ||||
Exact match “Kinherit brings clarity, reassurance and continuity to estate planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 27 contacts → | ||||
Exact match “A hand selected team of highly trained Estate Planning Consultants across the UK supported by a skilled, diligent and detail focused drafting team who together provide an…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 26 contacts → | ||||
Exact match “Humboldt Financial is a financial planning firm located in London, United Kingdom.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 26 contacts → | ||||
Exact match “Empowering individuals, families, and businesses to navigate the complexities of wealth management with confidence and clarity.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 24 contacts → | ||||
Exact match “Helping you achieve your financial freedom.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “estate planning companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 698 estate planning companies based in the United Kingdom
See the full list, filter by size, metro and specialty, and access 2,204 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Estate planning companies based in the United Kingdom at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United Kingdom, so it is reported there. Company counts and contact totals on this page are exact for United Kingdom, over 698 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with the United Kingdom whose business descriptions match “estate planning companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 2,204 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “estate planning companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many estate planning companies are there based in the United Kingdom?
RevenueBase identified 698 company matches for estate planning companies associated with the United Kingdom as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Ascot Lloyd tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most estate planning companies?
London leads with 83 company records, followed by Birmingham (13) and Manchester (13).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 2,204 professional contacts with verified work emails tracked across these 698 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 698 estate planning companies based in the United Kingdom. Start with a free account, no credit card.
Download this list →Related lists
Estate planning companies by geography
- Estate planning companies based in Calgary, Canada
- Estate planning companies based in Toronto, Canada
- Estate planning companies based in Vancouver, Canada
- Estate planning companies based in Atlanta, United States
- Estate planning companies based in Austin, United States
- Estate planning companies based in Boca Raton, United States
- Estate planning companies based in Boston, United States
- Estate planning companies based in Charlotte, United States
- Estate planning companies based in Chicago, United States
- Estate planning companies based in Dallas, United States
- Estate planning companies based in Denver, United States
- Estate planning companies based in Fort Lauderdale, United States
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Estate planning companies based in Calgary, Canada
- Estate planning companies based in Toronto, Canada
- Estate planning companies based in Vancouver, Canada
- Estate planning companies based in Atlanta, United States
- Estate planning companies based in Austin, United States
- Estate planning companies based in Boca Raton, United States
Company intelligence · public preview
Top 25 estate planning companies based in the United Kingdom
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 698 matching company records for estate planning companies based in the United Kingdom, with 4,586 tracked contacts and 2,204 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 estate planning companies based in the United Kingdom
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Ascot Lloydascotlloyd.co.ukHQ: Birmingham, United KingdomReported employees: 501-1,000 | Birmingham, United Kingdom | 501-1,000 | Exact match | 489 contacts → |
“Ready to make baffling jargon and unclear advice a thing of the past?” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Turcan Connellturcanconnell.comHQ: Edinburgh, United KingdomReported employees: 201-500 | Edinburgh, United Kingdom | 201-500 | Exact match | 246 contacts → |
“Turcan Connell specialises in providing legal and tax advice to private individuals and their families.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Newton Abbot, United KingdomReported employees: 201-500 | Newton Abbot, United Kingdom | 201-500 | Exact match | 189 contacts → |
“WBW offers a full range of legal and financial planning services to individuals and businesses, both locally and nationally.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  The Private Office TPOtheprivateoffice.comHQ: Leeds, United KingdomReported employees: 201-500 | Leeds, United Kingdom | 201-500 | Exact match | 188 contacts → |
“Based in Leeds, London and Bath, The Private Office is one of the UK’s Top 25 Financial Planning Companies acting for more than 2400 individuals, families, businesses and trusts…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Right Legal Grouprightlegalgroup.comHQ: Derby, United KingdomReported employees: 51-200 | Derby, United Kingdom | 51-200 | Exact match | 150 contacts → |
“Right Legal Group is a well-established law firm that forms part of a network of Law firms that specialise in Wills and Probate services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Honey Legalhoneylegal.co.ukHQ: Market Drayton, United KingdomReported employees: 201-500 | Market Drayton, United Kingdom | 201-500 | Exact match | 88 contacts → |
“At Honey, we're all about taking care of people.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Mogers Drewett Solicitorsmogersdrewett.comHQ: Bath, United KingdomReported employees: 51-200 | Bath, United Kingdom | 51-200 | Exact match | 87 contacts → |
“Mogers Drewett is a leading Southwest legal and financial planning firm that takes pride in building long term client relationships.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Kings Court Trust LTDkctrust.co.ukHQ: Bristol, United KingdomReported employees: 51-200 | Bristol, United Kingdom | 51-200 | Exact match | 86 contacts → |
“Kings Court Trust is one of the UK’s leading estate administration service providers.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Murray Beith Murray LLPmurraybeith.co.ukHQ: Edinburgh, United KingdomReported employees: 51-200 | Edinburgh, United Kingdom | 51-200 | Exact match | 71 contacts → |
“Murray Beith Murray LLP is a leading Scottish private client law firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Countrywide TAX & Trust Corporation LTDcountrywidepartners.co.ukHQ: Warwickshire, United KingdomReported employees: 51-200 | Warwickshire, United Kingdom | 51-200 | Exact match | 71 contacts → |
“Countrywide Tax & Trust Corporation Ltd provide a full range of private client and tax planning services, and the software packages to enable you to offer these services to your…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | WSL Will Writingwsl-ltd.co.uk HQ: Brentford, United KingdomReported employees: 51-200 | Brentford, United Kingdom | 51-200 | Exact match | 48 contacts → |
“WSL Will Writing Services – securing your wishes.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Ludlow Trust Companyludlowtrust.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 47 contacts → |
“Our focus is the provision of UK based trust and will related services to protect the wealth of individuals and their families.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Legacy Wills & Estate Planninglegacywills.co.ukHQ: Leicester, United KingdomReported employees: 51-200 | Leicester, United Kingdom | 51-200 | Exact match | 42 contacts → |
“Legacy Wills is a new concept in the private client sector providing a source of complete services for professionals in private client practices.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Sinclair Gibson LLPsinclairgibson.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 39 contacts → |
“Sinclair Gibson LLP is a leading independent private client law firm based in London.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Dunham Mccarthydunham-mccarthy.co.ukHQ: Staffordshire, United KingdomReported employees: 11-50 | Staffordshire, United Kingdom | 11-50 | Exact match | 34 contacts → |
“At Dunham McCarthy, we practice a holistic approach to estate planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Meridian Private Client Solicitors Limitedmeridianprivateclient.co.ukHQ: Little Packington, United KingdomReported employees: 11-50 | Little Packington, United Kingdom | 11-50 | Exact match | 34 contacts → |
“Making sense of the complex.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Thomas Bradley & COthomasbradleylegal.co.uk HQ: East Kilbride, United KingdomReported employees: 11-50 | East Kilbride, United Kingdom | 11-50 | Exact match | 32 contacts → |
“Take the first step towards peace of mind.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Simpler LAWsimplerlaw.co.ukHQ: Lincoln, United KingdomReported employees: 51-200 | Lincoln, United Kingdom | 51-200 | Exact match | 31 contacts → |
“Who Are Simpler Law?” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Joslin Rhodes Pension & Retirement Planningjoslinrhodes.co.ukHQ: Preston Farm, United KingdomReported employees: 51-200 | Preston Farm, United Kingdom | 51-200 | Exact match | 30 contacts → |
“At Joslin Rhodes, we believe retirement should be about more than just money.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | James Mckenzie Wills Limitedjmwills.co.uk HQ: East Grinstead, United KingdomReported employees: 11-50 | East Grinstead, United Kingdom | 11-50 | Exact match | 28 contacts → |
“James McKenzie Wills Limited is a specialist Will writing firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Kinheritkinherit.co.ukHQ: Bristol, United KingdomReported employees: 11-50 | Bristol, United Kingdom | 11-50 | Exact match | 28 contacts → |
“Kinherit brings clarity, reassurance and continuity to estate planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | The Willwriting Partnershiptwp.co.uk HQ: Bury, United KingdomReported employees: 11-50 | Bury, United Kingdom | 11-50 | Exact match | 27 contacts → |
“A hand selected team of highly trained Estate Planning Consultants across the UK supported by a skilled, diligent and detail focused drafting team who together provide an…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Humboldt Financialhumboldtfinancial.co.ukHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 26 contacts → |
“Humboldt Financial is a financial planning firm located in London, United Kingdom.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Menzies Wealth Management LTDmenzieswm.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 26 contacts → |
“Empowering individuals, families, and businesses to navigate the complexities of wealth management with confidence and clarity.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HJP Chartered Financial Plannershjpcfp.com HQ: Dorking, United KingdomReported employees: 11-50 | Dorking, United Kingdom | 11-50 | Exact match | 24 contacts → |
“Helping you achieve your financial freedom.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 698 company matches
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Estate planning companies: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
690 records in the displayed employee bands.
8 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United Kingdom, so it is reported there. Company counts and contact totals on this page are exact for United Kingdom, over 698 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for estate planning companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many estate planning companies did RevenueBase find based in the United Kingdom?
The saved snapshot records 698 matching company records, 4,586 tracked contacts and 2,204 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Estate planning companies by geography
- Estate planning companies based in Calgary, Canada
- Estate planning companies based in Toronto, Canada
- Estate planning companies based in Vancouver, Canada
- Estate planning companies based in Atlanta, United States
- Estate planning companies based in Austin, United States
- Estate planning companies based in Boca Raton, United States
- Estate planning companies based in Boston, United States
- Estate planning companies based in Charlotte, United States
- Estate planning companies based in Chicago, United States
- Estate planning companies based in Dallas, United States
- Estate planning companies based in Denver, United States
- Estate planning companies based in Fort Lauderdale, United States
Cite this list
RevenueBase Data Team. Top 25 estate planning companies based in the United Kingdom. Snapshot: September 20, 2026. https://revenuebase.ai/companies/estate-planning-companies/united-kingdom.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Estate planning companies based in Calgary, Canada
- Estate planning companies based in Toronto, Canada
- Estate planning companies based in Vancouver, Canada
- Estate planning companies based in Atlanta, United States
- Estate planning companies based in Austin, United States
- Estate planning companies based in Boca Raton, United States
Company intelligence · public preview
Top 25 estate planning companies based in the United Kingdom
RevenueBase records 698 matching company records for estate planning companies based in the United Kingdom, with 4,586 tracked contacts and 2,204 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 estate planning companies based in the United Kingdom
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Ascot Lloydascotlloyd.co.uk HQ: Birmingham, United KingdomReported employees: 501-1,000 | Birmingham, United Kingdom | 501-1,000 | Exact match | 489 contacts → |
“Ready to make baffling jargon and unclear advice a thing of the past?” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Turcan Connellturcanconnell.com HQ: Edinburgh, United KingdomReported employees: 201-500 | Edinburgh, United Kingdom | 201-500 | Exact match | 246 contacts → |
“Turcan Connell specialises in providing legal and tax advice to private individuals and their families.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Newton Abbot, United KingdomReported employees: 201-500 | Newton Abbot, United Kingdom | 201-500 | Exact match | 189 contacts → |
“WBW offers a full range of legal and financial planning services to individuals and businesses, both locally and nationally.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | The Private Office TPOtheprivateoffice.com HQ: Leeds, United KingdomReported employees: 201-500 | Leeds, United Kingdom | 201-500 | Exact match | 188 contacts → |
“Based in Leeds, London and Bath, The Private Office is one of the UK’s Top 25 Financial Planning Companies acting for more than 2400 individuals, families, businesses and trusts…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Right Legal Grouprightlegalgroup.com HQ: Derby, United KingdomReported employees: 51-200 | Derby, United Kingdom | 51-200 | Exact match | 150 contacts → |
“Right Legal Group is a well-established law firm that forms part of a network of Law firms that specialise in Wills and Probate services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Honey Legalhoneylegal.co.uk HQ: Market Drayton, United KingdomReported employees: 201-500 | Market Drayton, United Kingdom | 201-500 | Exact match | 88 contacts → |
“At Honey, we're all about taking care of people.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Mogers Drewett Solicitorsmogersdrewett.com HQ: Bath, United KingdomReported employees: 51-200 | Bath, United Kingdom | 51-200 | Exact match | 87 contacts → |
“Mogers Drewett is a leading Southwest legal and financial planning firm that takes pride in building long term client relationships.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Kings Court Trust LTDkctrust.co.uk HQ: Bristol, United KingdomReported employees: 51-200 | Bristol, United Kingdom | 51-200 | Exact match | 86 contacts → |
“Kings Court Trust is one of the UK’s leading estate administration service providers.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Murray Beith Murray LLPmurraybeith.co.uk HQ: Edinburgh, United KingdomReported employees: 51-200 | Edinburgh, United Kingdom | 51-200 | Exact match | 71 contacts → |
“Murray Beith Murray LLP is a leading Scottish private client law firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Countrywide TAX & Trust Corporation LTDcountrywidepartners.co.uk HQ: Warwickshire, United KingdomReported employees: 51-200 | Warwickshire, United Kingdom | 51-200 | Exact match | 71 contacts → |
“Countrywide Tax & Trust Corporation Ltd provide a full range of private client and tax planning services, and the software packages to enable you to offer these services to your…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | WSL Will Writingwsl-ltd.co.uk HQ: Brentford, United KingdomReported employees: 51-200 | Brentford, United Kingdom | 51-200 | Exact match | 48 contacts → |
“WSL Will Writing Services – securing your wishes.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Ludlow Trust Companyludlowtrust.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 47 contacts → |
“Our focus is the provision of UK based trust and will related services to protect the wealth of individuals and their families.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Legacy Wills & Estate Planninglegacywills.co.uk HQ: Leicester, United KingdomReported employees: 51-200 | Leicester, United Kingdom | 51-200 | Exact match | 42 contacts → |
“Legacy Wills is a new concept in the private client sector providing a source of complete services for professionals in private client practices.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Sinclair Gibson LLPsinclairgibson.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 39 contacts → |
“Sinclair Gibson LLP is a leading independent private client law firm based in London.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Dunham Mccarthydunham-mccarthy.co.uk HQ: Staffordshire, United KingdomReported employees: 11-50 | Staffordshire, United Kingdom | 11-50 | Exact match | 34 contacts → |
“At Dunham McCarthy, we practice a holistic approach to estate planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Meridian Private Client Solicitors Limitedmeridianprivateclient.co.uk HQ: Little Packington, United KingdomReported employees: 11-50 | Little Packington, United Kingdom | 11-50 | Exact match | 34 contacts → |
“Making sense of the complex.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Thomas Bradley & COthomasbradleylegal.co.uk HQ: East Kilbride, United KingdomReported employees: 11-50 | East Kilbride, United Kingdom | 11-50 | Exact match | 32 contacts → |
“Take the first step towards peace of mind.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Simpler LAWsimplerlaw.co.uk HQ: Lincoln, United KingdomReported employees: 51-200 | Lincoln, United Kingdom | 51-200 | Exact match | 31 contacts → |
“Who Are Simpler Law?” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Joslin Rhodes Pension & Retirement Planningjoslinrhodes.co.uk HQ: Preston Farm, United KingdomReported employees: 51-200 | Preston Farm, United Kingdom | 51-200 | Exact match | 30 contacts → |
“At Joslin Rhodes, we believe retirement should be about more than just money.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | James Mckenzie Wills Limitedjmwills.co.uk HQ: East Grinstead, United KingdomReported employees: 11-50 | East Grinstead, United Kingdom | 11-50 | Exact match | 28 contacts → |
“James McKenzie Wills Limited is a specialist Will writing firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Kinheritkinherit.co.uk HQ: Bristol, United KingdomReported employees: 11-50 | Bristol, United Kingdom | 11-50 | Exact match | 28 contacts → |
“Kinherit brings clarity, reassurance and continuity to estate planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | The Willwriting Partnershiptwp.co.uk HQ: Bury, United KingdomReported employees: 11-50 | Bury, United Kingdom | 11-50 | Exact match | 27 contacts → |
“A hand selected team of highly trained Estate Planning Consultants across the UK supported by a skilled, diligent and detail focused drafting team who together provide an…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Humboldt Financialhumboldtfinancial.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 26 contacts → |
“Humboldt Financial is a financial planning firm located in London, United Kingdom.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Menzies Wealth Management LTDmenzieswm.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 26 contacts → |
“Empowering individuals, families, and businesses to navigate the complexities of wealth management with confidence and clarity.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HJP Chartered Financial Plannershjpcfp.com HQ: Dorking, United KingdomReported employees: 11-50 | Dorking, United Kingdom | 11-50 | Exact match | 24 contacts → |
“Helping you achieve your financial freedom.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Estate planning companies: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
690 records in the displayed employee bands.
8 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United Kingdom, so it is reported there. Company counts and contact totals on this page are exact for United Kingdom, over 698 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for estate planning companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many estate planning companies did RevenueBase find based in the United Kingdom?
The saved snapshot records 698 matching company records, 4,586 tracked contacts and 2,204 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 estate planning companies based in the United Kingdom. Snapshot: September 20, 2026. https://revenuebase.ai/companies/estate-planning-companies/united-kingdom.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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