Protecting Your Family’s Wealth — For Generations to Come
Discover the Assisted Estate Planning Strategy
Who We Help
What Prompts Clients to Reach Out?
What Prompts Clients to Reach Out?
What Prompts Clients to Reach Out?
We often hear from clients after:
- A bereavement or family illness
- Receiving or planning to pass on an inheritance
- Selling a business or property
- Being referred by a financial adviser, accountant, or solicitor
- Concerns about Inheritance Tax, care fees, or family conflict
Whatever the reason, they usually share one goal: peace of mind that everything is in order.
What Matters to Our Clients?
What Prompts Clients to Reach Out?
What Prompts Clients to Reach Out?
Clients come to us because they want:
- To make sure their wealth passes to the right people
- To protect loved ones from care costs, divorce, or future claims
- To avoid family conflict with a clear, legally sound plan
- To create a meaningful legacy for future generations
- Advice that’s personal, practical, and jargon-free.
Real-Life Examples
What Prompts Clients to Reach Out?
Real-Life Examples
David & Susan – Retired Couple, 60s
Own their family home and some investments. One child is divorced. They want to ensure fair and protected inheritance while avoiding family disputes.
Angela – Business Owner, 55
Recently widowed and wants to secure her estate for her children while maintaining flexibility. Interested in using trusts and powers of attorney.
Protecting Your Wealth — For Generations, Not Just One Lifetime
The Assisted Estate Planning Strategy is designed for families who want to do more than just write a Will — it's for those who want to:
- Protect the family home, savings, and investments from future risks
- Preserve inheritance across generations — not just pass it on once
- Plan with confidence, using a structure that adapts to life’s uncertainties
Whether your wealth is in property, savings, or pensions, this strategy helps secure it — now and for the future.
How It Works
We use a powerful combination of proven legal tools, tailored to your needs:
- Wills that do more than state your wishes — they protect your estate
- Trusts that ringfence assets from care fees, remarriage, or sideways disinheritance
- Powers of Attorney that ensure someone you trust is always in control
Trusted Experts Behind the Strategy
We partner with Solidus Independent Estate Planning Ltd
One of the UK’s most established estate planning providers:
- ✅ Since 1996: The UK’s leading Trust service company
- ✅ Trusted nationally: Advises major financial institutions & adviser networks
- ✅ Legally robust: Use of various solicitor firms depending on the situation. All drafts are sent to solicitors for approval before original document printing
- ✅ Fully compliant: The provision of Trust frameworks is a regulated activity under the Legal Services Act and is administered by the Solicitors Regulation Authority (SRA) and meets HMRC standards
- ✅ Expert-led: All work overseen by STEP-qualified professionals
FAQs - key questions
Clear answers to common questions, — designed to help you make confident, informed decisions.