Our Services

Custom tailored estate planning to protect your legacy and loved ones.

Will Writing

A professionally drafted Will is the foundation of your estate plan. We’ll ensure that your wishes are clearly outlined and legally binding.

Funeral Planning

Ensure your wishes are known and that your loved ones aren’t burdened with making difficult decisions during a challenging time.

Trusts

If you want to provide for future generations or protect assets from things like inheritance tax or long-term care fees, setting up a trust could be the right solution.

Lasting Power Of Attorney

In the event that you’re unable to manage your financial or health affairs, having a Lasting Power Of Attorney (LPA) in place ensures that someone you trust can step in.

Long-Term Care Planning

Planning for the possibility of needing long-term care can safeguard your assets and prevent them from being eroded by high care fees.

Inheritance Tax Planning

Worried about your loved ones losing a large portion of your estate to inheritance tax? We’ll help you structure your assets to minimize tax liabilities.

Why Choose Us?

Personalized Service

Every estate is unique. We'll take the time to understand your specific needs and create a plan tailored to your circumstances.

Peace of Mind

With professional indemnity insurance of £2.5m you can be confident that your estate planning is in good hands.

Expert Guidance

With membership in The Society of Will Writers we have the expertise to guide you through the complexities of estate planning.

We understand that planning for the future can feel overwhelming, but it doesn't have to be. At Macalester & Co we take the complexity out of estate planning by providing clear, easy-to-understand advice tailored to your needs. We work with you to create a plan that ensures your wishes are fulfilled, your assets are protected and your family is looked after.

Your Questions

During your lifetime it is essential that you have full access to, and use of, your assets, so that your quality of life is not jeopardised. This is particularly important during your retirement when the ability to replace capital is significantly reduced.

We hear so many people say “Oh I’ll just give it all away”. Effective planning should not involve ‘giving it all away’ or putting your own financial security at risk to benefit your future beneficiaries. It should, however, give you the peace of mind of knowing that whatever happens in the future, you or those that you trust, will remain in control of your assets and that you will not lose control to the State. It should also be structured in such a way that only the people you choose will be your beneficiaries and that nobody else will be able to make a claim against your estate or take assets from them.

The wealthy learned many years ago that if they wanted to protect their bloodline they needed to put the correct protection in place. Over the centuries, they have written the laws that guarantee their wealth can pass down through the generations safe from divorce, remarriage, illness and tax. Those same laws can protect you and your family and give you the satisfaction of knowing that you have done the very best for them and you.

Our Company

Tracey Macalester • Director

A specialist Will writer and Estate Planner with years of experience in helping individuals and families protect what matters most. Together with my team, we can look after all of your Will writing, Lasting Powers of Attorney, Trusts, Inheritance Tax and Funeral planning.

What Clients Say

"Tracey has been absolutely amazing sorting wills and Powers of Attorneys for myself, my husband and both sets of my parents. She is very professional and gives the best advice for each unique situation. I will ALWAYS recommend Tracey as she is the best in the business."

– Karen

"Tracey‘s wealth of knowledge is exceptional and she goes above and beyond to ensure her clients feel valued and have exactly the right tailored made documents and I have no hesitation recommending her to my friends and family who also have only good things to say about the service they have received."

– Carol

"I cannot recommend Tracey Macalester highly enough. I contacted her to arrange my will and nothing was too much trouble for her. She always answered any queries promptly. She is very professional and very easy to engage with and made the whole process of making my will easy."

– Martin

Phil Atherton • Tax Advisor

Phil Atherton has been a dedicated tax advisor since 1981, starting out with bookkeeping and VAT returns before growing his expertise alongside his clients through life’s financial stages. Now specialising in inheritance tax planning, trust structures, and estate planning, he is known for turning complex rules into clear, practical guidance. With decades of experience, Phil offers tailored, reliable advice shaped by a deep understanding of how individuals’ and families’ needs evolve over time.

Geoff Dykes • Financial Planner

Geoff brings 40 years of experience in the financial profession and is a registered Lifestyle Financial Planner who helps clients clarify where they are today, what they truly want from life, and create a plan that gives them confidence and control. Placing clients at the centre of every conversation, he aligns finances with personal goals, offering either a full Lifestyle Financial Plan with a Financial Forecast or a standalone forecast. With decades of regulated experience, Geoff avoids off-the-shelf solutions, providing personalised guidance that reduces financial stress and helps people design life on purpose, not by default.

Dasa Medvecka • Chartered Financial Planner

Dasa has over 15 years’ experience in the financial sector and, as a Chartered Financial Planner, specialises in equity release strategies that help reduce Inheritance Tax. She provides clear, strategic guidance so clients can understand their options and make confident, informed decisions. With a whole-of-market approach, Dasa focuses on tailored solutions that support long-term financial security, ensuring clients receive the best fit for their needs rather than a one-size-fits-all product.

Macalester & Co has a £2.5 million professional indemnity insurance. If a client suffers financial loss due to a mistake, bad advice, or breach of duty, PI insurance can cover legal costs and compensation payments up to the £2.5 million limit.

Member of, and regulated by, the Society of Will Writers and Estate Practitioners. We are registered with the Information Commissioner under the Data Protection Act. The Society of Will Writers is a non-profit making self regulatory organisation which seeks to Protect the Public and serve the interests of those men and women who are active professionals in our field.

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With a philosophy of 'Plan to Protect' we work to safeguard what matters most—your legacy and loved ones. We look forward to opening a conversation about your wills and estate planning.