Professional Wills Inheritance Tax avoidance Care home fee planning EPA Cheshire North West Lancashire Manchester
We are a professional provider of Will writing and estate planning services, specialising in Inheritance Tax avoidance and Care Home fee planning. Full members of the Institute of Professional Willwriters and we carry full PII
Latest Questions
- Inheritance Tax : Can it be avoided?
- Care Home fees: Will I have to sell my home?
- Lasting Power of Attorney: Do I need one?
- Businesses: Can I pass it on free of IHT?
- Civil Partnership Act:: How does it affect me?
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About Us
Estate Planning Solutions are a professional Will writing and estate planning Company. We are members of the Institute of Professional Will Writers and are covered by £2,000,000 of Professional Indemnity Insurance. All our estate planning consultants are fully qualified and undergo continuing professional development to ensure they are technically up-to-date and able to offer you the best possible advice in an ever changing environment. In addition we have a panel of other professional advisors including Accountants, Solicitors, Independent Financial Advisors, Mortgage Brokers and Tax Specialists so we can cover any aspect of Estate Planning for IHT or long-term care home fee planning.
What we do?
Estate Planning Solutions offers a bespoke Will writing and estate planning service, tailored to meet your specific requirements. We offer a wide range of Will writing and estate planning services from simple "Mirror" Wills to the more complicated Inheritance Tax Saving Wills (mitigating up to £120,000 of Inheritance Tax) and Protective Property Trust Wills, Deeds of Variation and Probate.
We also provide complementary services such as Deeds of Severance, for severing joint tenancies, and Children's Trusts (to determine at what age and under what conditions children can inherit from an estate). We also provide advice and guidance in relation to Lasting Powers of Attorneys, Funeral Plans, Probate Plans and storageof documents.
How do we work?
Estate Planning Solutions offers consultations in the comfort and privacy of your own home, or at your place of work, whichever is more convenient. All appointments are at a time convenient to you and many are in the evening or at the weekend. All our clients pay a fixed fee depending on the products needed to meet your specific estate planning requirements. The level of our fees will always be provided "up front" prior to any work being carried out and we guarantee that there will be no hidden charges or "extras".
There are usually 2 visits to the client. The first visit is to assess the situation and determine your requirements, provide advice regarding the options available to you and to take your instructions. The second visit is to take you through the Will, clause by clause, so you fully understand it. As part of our duty of care we also usually administer the signing and witnessing of the Will and any associated documentation.
Legal Services Network
Estate Planning Solutions are proud to be a founding member of Legal Services Network (UK) Limited and provide coverage for network clients and introducers throughout the North West and Wales. The network is the first of its kind and brings together the principals of 6 businesses with a total of over 100 years experience of Will writing and estate planning.
The network is currently recruiting strategic partners on a regional and national basis. If you are interested in finding out more about how you could work with us please follow the link below:
For more information on how we could develop a mutually beneficial relationship please click here...