Wills & Trusts IFP Ltd DX4105, Aylesbury
Services
Every part of working with Wills & Trusts is transparent so you know exactly what to expect every step of the way…
The Seminar
These free local events, which we’d love you to experience for yourself, last 90 minutes and are packed full with genuinely useful information on how to construct an investment portfolio, how to correlate and allocate your assets, how to protect your estate from inheritance tax and how to reduce what the taxman gets.
The 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.
After the Discovery Meeting, if you are happy to move forward (for which there is no obligation), we’ll take all the information you’ve given us and create your future Wealth Management Plan…
Wealth Management Program
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…
Ongoing Management
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.
