The Assisted Estate Planning Strategy
About us and what we do
Fact Finding
Your estate planner will provide Solidus Independent Estate Planning Ltd with an 'Overview' form of your assets and liabilities, which will be analysed by their expert team and a recommendation made to fully protect you and your family.
Presentation
A further meeting will take place with your estate planner who will guide you through the recommendations and will explain how the Assisted Estate Planning Strategy will protect you and your family now and for many generations.
Implementation
To proceed with the recommendations, your estate planner will arrange to take payment on behalf of Solidus Independent Estate Planning Ltd and will then complete the necessary paperwork. Documents will be drafted for you to check before originals are produced for signature, witnessing, execution and storage.
Reviews
As circumstances can change, we recommend that annual reviews are conducted to ensure that the planning you have put in place is still relevant and appropriate.
How Assisted Estate Planning can help you
Versatile solutions for every client
At Assisted Estate Planning, we understand that each client's situation is unique. Our advanced planning strategies are designed to address a wide range of circumstances and family structures, ensuring that your estate plan is tailored to your specific needs.
Our Comprehensive Advanced Planning Services Include:
• Single Individuals: Customised solutions for those without traditional family structures
• Married Couples and Civil Partnerships: Strategies to maximise tax benefits and protect joint assets
• Blended Families: Thoughtful planning to balance the needs of current and former partners and children
• Cohabiting Partners: Legal protections for unmarried couples
• High Net Worth Individuals: Sophisticated strategies to preserve and transfer significant wealth
• Lifetime Wealth Transfer: Techniques to efficiently pass assets to the next generation during your lifetime
• Business Relief (BR) Assets: Specialised planning for business owners to maximise available tax reliefs
• Trust and Property Management: Expert guidance on creating and managing trusts, including property trusts
• Deeds of Variation: Post-death planning to optimise inheritance tax efficiency
Our team of experienced professionals will work closely with you to understand your unique circumstances and goals. We'll develop a bespoke estate plan that not only protects your assets but also ensures your wishes are carried out effectively.
Whether you're a business owner looking to secure your company's future, a parent in a blended family seeking fair distribution of assets, or an individual wanting to support charitable causes, we have the expertise to help you achieve your objectives.
Don't let the complexity of your situation deter you from proper estate planning. Contact us today to discover how our versatile solutions can secure your legacy and provide peace of mind for you and your loved ones.
