Estate Planning Advice

We’ll help make sure your assets are protected when you’re gone.

Talk to the experts

What Is Estate Planning?

Estate planning In the UK, or Protect as we call it, is all about protecting your financial planning, so you know your assets and family are protected when you’re no longer here. It could include things like:

  • Wills
  • Trusts
  • Lasting Power of Attorney
  • Care fees planning
  • Inheritance tax planning

You tell us all the ways you’d like to protect your assets and we’ll structure your Will, so your final wishes have the legal status to be carried out in the way you want.

Essentially, the Protect team are there to make sure what you leave behind goes to the people you want and not someone else you haven’t considered.

pension advice stockton/middlesbrough office

Don’t take our word for it…

Meet some of our clients and see what they think of us,
the PlanHappy process and how it’s helped them do what they wanted…

Peace of Mind

It’s about knowing that everything’s taken care of. We’ll take all the confusing legal jargon and put it in simple easy to understand language, while also busting some of those common myths people have, like:

  • Signing the house to the kids won’t prevent it being taken in care fees
  • Giving stuff away seven years before death is about inheritance tax, not care fees
  • And much more…
Estate Planning Advice UK
pension advice client

Your Estate Planning

At your meeting you’ll meet the Protect team, who’ll listen to your concerns and chat about what you’ve already got, before talking through your options to plug any gaps you might have.

We’ll also look at things like, what you want to happen to your estate when you’re gone and help solve any potential issues.

Estate Planning Advice UK

We’re Rated 4.9 out of 5 by our clients on VouchedFor,
the UK’s leading independent IFA review website.

Estate Planning Advice UK

Talk To The Experts

Ready to talk? Our friendly team are here to help.
Simply pop a few details into the form and we'll be in touch.

Real Advice, For Real People

We'll show you:

  • When you can afford to retire
  • How much money you'll need in retirement
  • How to make the most of your pensions and other assets to fund your lifestyle

4.9 out of 5 stars on VouchedFor

"I cannot find fault with the service we received. From the warm yet professional welcome to the financial advice we were given. You as a company should be proud of the service you are providing..."

Mr. W

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