Every part of working with Wills & Trusts is transparent so you know exactly what to expect every step of the way…		Free Public Education Seminars The Discovery Meeting Wealth Management Program Ongoing Management

We run three different Public Education Seminars though out the year. These are the Will Review Seminar, The Investment Seminar and the Pensions seminar. The events are sponsored by Wills and Trusts as part of our public education program and so there is no cost to attend.

We pride ourselves on giving you enough information in the seminars so that you can get an understanding of what you should be doing. You can then make changes to your Wills and estate planning, Investments and Savings, and Pensions, though your existing financial adviser, a new adviser, or even yourself. Of course, if you wish to ask us to help you we will be delighted to explain how we could work together in any of these areas.

If you would like to meet with someone from the practice this would involve a Discovery Meeting.

If you’re interested in taking things further after the seminar, we will invite you to a one-to-one Discovery Meeting.

During the meeting, we’ll take the time to find out as much about you as you wish to tell us. We’ll help you along by asking specific questions to ensure we miss nothing and have all the information necessary to help you. We’ll fully read and understand your wills, estate entitlements, taxation circumstances, pensions and policies to ensure we have the full picture.

At this stage we set to work to design the plan that will take you to where you want to be in the future. We’ll analyse and review your investments and plan how best to protect your estate from Inheritance Tax and Long Term Care seizure, how to develop your investment and assets to reduce income and capital gains tax, increase returns and reduce the levels of risk in your investments. You Wealth Management plan can cover just the estate planning and inheritance tax planning areas, just your investments or both.

When you receive your plan you’ll have all the information you need to implement the plan, with details such as clauses to be added to Wills, trusts to be set up (and how), where the law comes into play, danger areas, guaranteed areas and the list goes on. It will be your map to financial security and peace of mind.

You can action the plan yourself, take it to another adviser, show it to your accountant or solicitor or we’ll implement it for you – it’s your choice…

Your plan is like an architect’s drawing on how to build a house. You can use the plan to build a secure financial future for yourself, or we’ll build it for you.

If you decide you would like Wills & Trusts to implement your plan for you, we’ll invite you in for another meeting to meet the expert who’ll be looking after you and managing your financial strategy. We will then do all the things recommended in the plan – and we mean EVERYTHING. For example, we will set up trusts, switch your investments, open accounts, register with the revenue, make changes at the land registry, implement leases, set up pension arrangements, draft new wills, set up powers of attorney…the list goes on.