“Preserving family wealth through structure, not sentiment.”
“A legacy that isn’t guarded is already gone.”
Who We Help
What Prompts Clients to Reach Out?
What Prompts Clients to Reach Out?
What Prompts Clients to Reach Out?
Many of our clients come to us at key life moments — when the need for planning becomes clear, and peace of mind becomes a priority:
- 🕊️ 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 so
Many of our clients come to us at key life moments — when the need for planning becomes clear, and peace of mind becomes a priority:
- 🕊️ 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 family conflict
No matter the reason, most people want the same thing:
👉 Reassurance 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?
The families we work with are looking for more than just a Will.
They want clarity, protection, and confidence that they’re doing the right thing for the people they care about most.
Here’s what they value:
✅ Passing on wealth to the right people, in the right way — with protection built in
✅ Safeguarding loved ones from care fees, divorce,
The families we work with are looking for more than just a Will.
They want clarity, protection, and confidence that they’re doing the right thing for the people they care about most.
Here’s what they value:
✅ Passing on wealth to the right people, in the right way — with protection built in
✅ Safeguarding loved ones from care fees, divorce, or future claims
✅ Avoiding family disputes through a clear, legally sound plan
✅ Creating a lasting legacy that supports children and grandchildren
✅ Receiving personal, practical, and jargon-free advice — not a sales pitch
Real-Life Examples
What Prompts Clients to Reach Out?
Real-Life Examples
👩🤝👨 David & Susan — Retired Couple in Their 60s
David and Susan own their home and some modest investments.
One of their children is divorced, and they’re concerned about how inheritance might be treated in the future.
They want to ensure their estate is passed on fairly and securely, while reducing the risk of family disputes or c
👩🤝👨 David & Susan — Retired Couple in Their 60s
David and Susan own their home and some modest investments.
One of their children is divorced, and they’re concerned about how inheritance might be treated in the future.
They want to ensure their estate is passed on fairly and securely, while reducing the risk of family disputes or claims later on.
🏢 Angela — Business Owner, Age 55
Recently widowed, Angela wants to ensure her estate is protected for her children — while keeping control over her assets during her lifetime.
She’s particularly interested in using trusts and Powers of Attorney to retain flexibility, minimise tax, and avoid potential complications in future care decisions.
👉 If any of these situations sound familiar, we’d be happy to talk through your options.
📅 [Book a Discovery Meeting]
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.
“The illusion of wealth is comfort. The reality of wealth is strategy.”
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 keep wealth within the family, protected from care fees, divorce, or remarriage
Whether your assets are in property, savings, pensions or a business — this strategy helps secure them now and for the future.
“We don’t just help you pass on assets. We help you design systems that protect them.”
How It Works
We use a powerful and flexible combination of legal tools, tailored to your personal and family goals:
- ✅ Wills that do more than record your wishes — they help protect your estate
- ✅ Trusts that shield assets from care fees, divorce, remarriage, and sideways disinheritance
- ✅ Powers of Attorney to ensure someone you trust can act on your behalf if needed
Together, these form a robust, lasting estate planning framework — one that grows with your family and adapts over time.
Trusted Legal Experts Behind the Strategy
We partner with Solidus Independent Estate Planning Ltd, one of the UK’s most respected estate planning providers.
Why Solidus?
- ✅ Established in 1996 — the UK’s leading trust services company
- ✅ Trusted nationwide — working with major adviser networks and institutions
- ✅ Solicitor-reviewed documents — every plan checked before finalisation
- ✅ SRA-compliant — fully aligned with the Legal Services Act
- ✅ Expert-led — all cases overseen by STEP-qualified professionals
👉 Want to know 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. “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 and get in touch — we’re happy to help.]