Excellent value the initial Estate Planning UK Trust Review, where there are standard or no existing trusts in place, this costs only £250, listening to your requirements and aspirations.  An Estate Asset Preservation Solution could then be presented to preserve your inherited and hard earned funds.  Click HERE for details of our charges and fees.

This is a comprehensive thorough Trust review of key assets including:

  • Pensions
  • Life Assurance
  • Recent or planned gifts
  • Non main residence property
  • Will review
  • Investment Bonds & other investments

After listening to your objectives, once your estate and assets have been documented, a suitable tax efficient solution will be discussed with you recommending the most appropriate route for estate planning covering the most important things to you ensuring your wishes are adhered to at all times.

We will discuss with you how to preserve your assets and ensure they pass to those who are the most important to you.  The solution will also take into account your concerns regarding who benefits from the proceeds of your estate.  An agreed action plan will be drafted for your consideration and if you are happy with our recommendations we will implement our recommended and mutually agreed strategy.

Our fees are fully transparent and following the UK Trust Review, a fixed fee solution will be agreed with you to draft, implement the Trust(s) recommended by us.

Contact us immediately for a no obligation discussion to arrange a review carried out by a CERTIFIED FINANCIAL PLANNER professional.