Preserving Your Family’s Wealth — Now and for the Future
We help families plan ahead with clear, tax-efficient strategies that protect what matters most — across generations
Who We Help
What Prompts Clients to Reach Out?
What Prompts Clients to Reach Out?
What Prompts Clients to Reach Out?
Many clients come to us at key life moments — when planning ahead suddenly feels urgent:
- After a bereavement or serious family illness
- When receiving or planning to pass on an inheritance
- After selling a business or property
- When referred by a financial adviser, accountant, or solicitor
- With concerns about Inheritance Tax, care fees,
Many clients come to us at key life moments — when planning ahead suddenly feels urgent:
- After a bereavement or serious family illness
- When receiving or planning to pass on an inheritance
- After selling a business or property
- When referred by a financial adviser, accountant, or solicitor
- With concerns about Inheritance Tax, care fees, or potential family conflict
No matter the reason, most clients want the same thing:
👉 Peace of mind that everything is in order and their loved ones are protected.
What Matters to Our Clients?
What Prompts Clients to Reach Out?
What Prompts Clients to Reach Out?
Our clients value:
- Ensuring their wealth passes to the right people, in the right way
- Protecting family from care costs, divorce, or future claims
- Avoiding family disputes with a clear and legally sound plan
- Creating a meaningful legacy for future generations
- Receiving advice that is personal, practical, and jargon-free
Real-Life Examples
What Prompts Clients to Reach Out?
Real-Life Examples
David & Susan — Retired Couple in Their 60s
Own their home and investments. With one child divorced, they want to ensure an inheritance is fairly and securely passed on — while avoiding future disputes.
Angela — Business Owner, Age 55
Recently widowed. She wants to secure her estate for her children while keeping options open. Interested
David & Susan — Retired Couple in Their 60s
Own their home and investments. With one child divorced, they want to ensure an inheritance is fairly and securely passed on — while avoiding future disputes.
Angela — Business Owner, Age 55
Recently widowed. She wants to secure her estate for her children while keeping options open. Interested in using trusts and powers of attorney to stay in control.
Protecting Your Wealth — For Generations, Not Just One Lifetime.
Many families want more than just a basic Will. They want to protect what they’ve built — not just for their children, but for generations to come.
That’s where the Assisted Estate Planning Strategy comes in.
Why Families Choose This Strategy:
- To protect the family home, savings, and investments from future risks
- To preserve inheritance across generations — not just pass it on once
- To plan with confidence using a structure that adapts to life’s changes
- To make sure their estate stays in the family — safe from care fees, divorce, or remarriage
Whether your wealth is in property, savings, pensions or a business, this strategy helps secure it — now and in the future.
How It Works
We use a powerful, flexible combination of legal tools — carefully tailored to your goals:
- ✅ Wills that do more than state your wishes — they help protect your estate
- ✅ Trusts that shield assets from care fees, divorce, remarriage, and sideways disinheritance
- ✅ Powers of Attorney that ensure someone you trust can act on your behalf, if needed
Together, these form a lasting estate planning framework — one that grows and adapts with you.
Trusted Legal Experts Behind the Strategy
We partner with Solidus Independent Estate Planning Ltd, one of the UK’s leading providers of estate planning services.
Why Solidus?
- ✅ Established since 1996 — the UK’s leading trust services company
- ✅ Trusted nationwide — supporting major adviser networks & institutions
- ✅ Legally robust — solicitor-reviewed documentation every time
- ✅ Fully compliant — meets SRA standards under the Legal Services Act
- ✅ Expert-led — every case overseen by STEP-qualified professionals
👉 Want to learn how this strategy could work for your family? [Book a Free Discovery Meeting]
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.
💬 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 and get in touch — we’re happy to help.]