Will Trust and Protect have formed a strategic alliance with one of the country’s leading firms in wealth management enabling us to provide a comprehensive range of financial solutions for our clients.
By putting our clients firmly at the heart of everything we do we run a genuinely client-focused business. In our experience, no client is the same and we therefore ensure that we understand your personal or business objectives and deliver the solutions that are right for you.
Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. It is also important to review your arrangements regularly to ensure they remain ‘Fit for purpose’ in the light of changes to legislation, tax, or changes in your personal circumstances such as starting a family, changing jobs, starting a business, inheritance and so on.
People are living longer and spending a significant part of their lives in retirement. Planning ahead for this stage in life is of paramount importance – Getting the decisions right before, at, and post retirement is where our experts can help you. Whether you need funds to enjoy the freedom of not working, to help your grandchildren with for example school fees, or the deposit for their first home, our Investment and Pensions Service can help you get the best results.
They are specialists in Retirement and Estate Planning – why leave your children a large tax bill when you die? With careful planning and our expert help you can reduce or eliminate Inheritance Tax altogether.