“Protect what you’ve built. Protect those you love.”
“Plan today. Protect tomorrow.”
The People We Protect
Why People Come to Us
Real Stories From Families Like Yours
Real Stories From Families Like Yours
Estate planning isn’t really about documents — it’s about outcomes.
Most of our clients come to us because they want clarity, control and long-term protection for the people who matter most.
Many tell us they want to:
- Protect their children’s inheritance
- Prevent in-laws or future partners from benefiting
- Navigate blended-family situation
Estate planning isn’t really about documents — it’s about outcomes.
Most of our clients come to us because they want clarity, control and long-term protection for the people who matter most.
Many tell us they want to:
- Protect their children’s inheritance
- Prevent in-laws or future partners from benefiting
- Navigate blended-family situations fairly and securely
- Keep assets in the bloodline for future generations
- Reduce inheritance tax and avoid unnecessary costs
- Shield vulnerable beneficiaries with the right safeguards
- Protect the family home from future risks
- Avoid disputes or complications for loved ones
- Ensure a spouse or partner is financially secure
Whatever your priorities, we build a tailored planning framework that gives you certainty — today and for the years ahead.
At Assisted Estate Planning, our role is simple:
to help you understand your options clearly, and design a strategy that delivers the outcomes you care about.
Because estate planning isn’t about complexity.
It’s about peace of mind.
It’s about protecting everything you’ve worked for.
And it’s about preserving what matters most to your family’s future.
Real Stories From Families Like Yours
Real Stories From Families Like Yours
Real Stories From Families Like Yours
🕊️ David & Susan — Retired Couple in Their 60s
“We just want to know our estate will be passed on fairly and without family arguments.”
David and Susan own their family home and modest savings. With one child divorced, they worry about future claims.
Solution: We showed them how to pass their estate securely — protecting their children w
🕊️ David & Susan — Retired Couple in Their 60s
“We just want to know our estate will be passed on fairly and without family arguments.”
David and Susan own their family home and modest savings. With one child divorced, they worry about future claims.
Solution: We showed them how to pass their estate securely — protecting their children while minimising the risk of disputes.
🏢 Angela — Business Owner, Age 55
“I want to protect my children, but still keep control while I’m alive.”
Recently widowed, Angela explored trusts and Powers of Attorney.
Solution: She kept flexibility over her assets, reduced potential tax, and gained peace of mind about future care decisions.
👨👩👧 Mark & Emma — Young Family, Early 40s
“What happens to the children if something happens to us?”
With two young children and a new mortgage, Mark & Emma had no Wills in place.
Solution: We secured guardianship arrangements and ensured family assets will be managed responsibly for their children.
💍 John & Claire — Blended Family, Late 50s
“We want fairness for both families, without arguments later.”
Both divorced with children from previous marriages, John & Claire needed clarity.
Solution: We created a plan that secured their shared home and protected both sides of the family equally.
💷 Michael — High-Net-Worth Individual, Age 68
“I’ve worked hard all my life — I don’t want it lost in tax.”
With property and investments, Michael’s concern was inheritance tax.
Solution: We helped structure his estate with trusts, minimising tax and creating a legacy for his children and grandchildren.
Whatever your circumstances, planning now gives you peace of mind that your loved ones are protected and your wishes will be respected.
Trusted Legal Experts Behind the Strategy
Who are Solidus Independent Estate Planning Ltd?
Solidus are one of the UK’s most respected estate planning providers. Established in 1996, they are the UK’s leading trust services company, working with thousands of families and professional advisers nationwide.
Why do you partner with Solidus?
We choose to work with Solidus because they combine legal expertise with a client-focused approach. This ensures every plan we deliver is robust, compliant, and tailored to your family’s needs.
How do I know the documents are legally sound?
Every estate planning document is reviewed by a qualified solicitor before it is finalised. This extra layer of legal oversight ensures accuracy, compliance, and peace of mind.
Are the documents fully compliant?
Yes. Solidus’ work is fully aligned with the Legal Services Act and compliant with Solicitors Regulation Authority (SRA) standards.
Who oversees my case?
All cases are overseen by STEP-qualified professionals (Society of Trust and Estate Practitioners), the gold standard in estate planning expertise.
Do they work with other professionals?
Yes. Solidus are trusted nationwide and work closely with major financial adviser networks, accountants, and institutions across the UK.
FAQs — Straightforward Answers to the Questions We Hear Most
We believe estate planning shouldn’t feel overwhelming.
Here are clear, jargon-free answers to help you make confident, informed decisions.
💬 What’s the difference between a Will and a Trust?
A Will sets out who should inherit your assets after you die — but it only takes effect after probate and offers no protection in the meantime.
A Trust can protect assets immediately, during your lifetime and after death — helping to shield your estate from risks like care fees, remarriage, or family conflict. “A trust is not a loophole — it’s a fortress.”
💬 Do I need a Power of Attorney if I already have a Will?
Yes. A Will only covers what happens after death.
A Lasting Power of Attorney (LPA) ensures someone you trust can act on your behalf if you lose mental or physical capacity during your lifetime.
💬 Can I protect my home from care fees?
Potentially, yes — with the right planning in place early enough.
Certain types of Trusts can help ringfence your home and other assets, though the rules are strict. We’ll help you navigate these carefully and ethically.
💬 How much does estate planning cost?
It depends on the complexity of your situation and the tools used (e.g. Trusts, LPAs).
We always provide transparent, fixed-fee quotes — no hidden charges, and no pressure.
💬 Can I change my planning in future?
Absolutely. Our solutions are designed to be flexible and future-proof, with options to amend your planning as your circumstances or goals change.
💬 What if I’ve already made a Will?
That’s a great start — but we often build on existing Wills to add more protection.
We’ll review your current arrangements and highlight any gaps or risks.
👉 Still have questions? [Read More FAQS and get in touch — we’re happy to help.]