doing good by doing will

Enabling advisers to work with their clients to ensure they leave their wealth to their beneficiaries as efficiently as possible

Wouldn’t it be good to know that every single client had written their Will and that all their life assurances, death-in- service benefits, and pension funds were protected by trusts. Let’s make it happen!

Ridgecrest Wills & Trusts exists only for you, the SJP Partner/Adviser, to help you realise this vision and, in doing so, not only will you be doing what’s right for your clients and their families, you and your businesses, but you’ll be helping the St. James’s Place Charitable Foundation too; in fact, we will all be ‘doing good by doing will’.

About us

Ridgecrest Wills & Trusts are passionate about changing people’s lives for the better, by enabling advisers to work with their clients to ensure they leave their wealth to their beneficiaries as efficiently as possible, in a manner that protects them from unnecessary taxes and other external threats such as divorce and care fees.

From first-hand experience we know that, in many cases, delegating the estate planning work to solicitors is potentially fraught with problems; an adviser’s reputation is on the line, albeit vicariously, when referring clients to third parties – will they act in a timely manner (that’s timely by adviser standards – not lawyer standards!), would they listen and reflect our clients wishes accurately, and would they overcharge?!

Working with and referring to STEP qualified lawyers, Ridgecrest have designed a ‘plug and play’ solution to the dearth of Will writing in the UK, especially for advisers at SJP.

  • A simple approach to taking instructions for Wills, Trusts and LPAs
  • A commitment to contribute an element of each and every Will fee to The SJP Charitable Foundation, together with 10% of all profits of the business. ‘Doing Good By Doing Will’

Our Vision

By 2026, every SJP client has written or reviewed their Will within the last five years, that all life assurances, death in service benefits and DC pension funds are directed into trust and, finally, that as many clients as possible have appointed attorneys to look after their affairs should they become unable to do so, whilst at the same time, raising £1 million for The SJP Charitable Foundation.

Our Services


Will Writing

Creating a Will is a vital part of getting your affairs in order and ensuring that your intentions are fulfilled no matter what, allowing you to protect your legacy and make important decisions about the future of your estate.


Trust Creation

Trusts can be used to minimise your future tax liabilities to ensure your loved ones receive as much of your estate as possible, preserve assets for future generations and manage assets for those who cannot do so themselves.


Lasting Powers of Attorney

Lasting Power of Attorney documents allow you to appoint someone you trust to oversee and administer your estate in the event that you become incapacitated or otherwise unable to manage your own affairs.

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To begin your clients’ Wills & Trusts journey, simply upload their details using the button below.