MEET JAN - FOUNDER, DIRECTOR AND ESTATE PLANNER
After a rewarding career as a Curriculum Manager in Further Education, I decided to embrace a new challenge and retrain as an Estate Planner. I successfully completed a programme of accreditation and examinations, and I’m supported by a fantastic team of STEP-qualified practitioners at Countrywide Tax and Trust Corporation Ltd. Together, we help clients put the best possible plans in place to suit their individual needs.
What I enjoy most about my work is giving clients peace of mind, while raising awareness of the risks that could affect their estates — and, more importantly, how to protect against them. I also love meeting people from all walks of life, learning about their family dynamics, and understanding what matters most to them.
Outside of work, I enjoy spending time with my grandchildren, gardening, and travelling whenever I can.
"I love giving clients peace of mind from knowing that they have the best estate planning in place to protect their assets for the future and to guarantee their wishes will be followed".
MEET BETH - DIRECTOR AND ESTATE PLANNER
After many years working as a Sister in A&E, I made the decision to leave my nursing career and join the family business. My background in emergency care gave me valuable skills that I now bring into estate planning — from quickly understanding complex situations and making clear decisions, to communicating with care and compassion during what can sometimes feel like an overwhelming process.
Just as I once cared for patients and their families during difficult moments, I now apply that same level of care and attention to helping clients plan for their futures. I work closely with individuals and families to create estate plans that truly reflect their wishes, values, and aspirations, ensuring they feel supported and confident every step of the way.
For me, estate planning isn’t just about legal documents — it’s about understanding what matters most to you and your loved ones and making sure those values are protected for the future. My approach is thorough, caring, and always focused on helping you achieve long-term peace of mind.
Outside of work, I love spending time with my husband and our two young children, staying active at the gym, and travelling whenever we get the chance to explore somewhere new.
"I’m excited to begin this new chapter of my career, and I’m incredibly grateful to Jan for trusting me with this wonderful opportunity."
