Expertise
- Estate planning
- wealth preservation
- lasting powers of attorney
- will trusts
- lifetime trusts
- severance of tenancy
- discretionary trusts
- family trusts
- family protection trusts
- asset protection trusts
Summary
Estate Planning Solutions offer you a specialist will-writing and estate planning service, tailored to meet your specific requirements and to achieve your individual objectives. We pride ourselves in taking a truly customer-orientated approach and offer you a wide range of estate planning services focusing on solutions rather than off-the-shelf products.
We also provide a drafting service for solicitors, accountants and financial advisors who wish to be trained to provide these services to their own client bank. We currently work with a number of solicitors, accountants and financial advisors who find this service to be complimentary to the services they currently provide and to be extremely beneficial in terms of fees, profits and client retention; if you are not talking to your clients about these services, who is?
In order to protect you and give you peace of mind, Estate Planning Solutions are full members of the Institute of Professional Willwriters (IPW) www.ipw.org.uk/ . Paul Dodsworth our MD, is a full member of Society of Trust and Estate Practitioners (STEP) http://www.step.org/ and our Office Manager, Nicole Porter is an affiliate member.
We are fully insured and regulated and are approved by the Trading Standards Institute. All our consultants are full IPW members and are both experienced and empathetic to your needs. They all hold specialist estate planning qualifications and to ensure continued advice for you, they participate in continuous professional learning and development.
Meetings can take place in the daytime, evening or even at the weekend to suit you, and this appointment can take place in the comfort and privacy of your own home, or at your place of work, if more convenient.
Area of Expertise
Wills
Lasting Powers of Attorneys
Estate Planning
- Will Trusts: to protect property, protect young beneficiaries, protect beneficiairies with disabilities and mitigate IHT for unmarried couples
- Severance of Tenancy
- Lifetime Trusts
- Pilot Trusts
- Tax Planning
Funeral Plans