Planning for the future is about more than just writing a Will. It is about ensuring you, your family and any business interests you may have are fully protected, and that you are able to put in place the right plans that will give you and your family peace of mind and security for the years ahead.
Everyone is different; and this is why we offer all our clients a FREE Life Planning Review service, where we sit down with you, understand what’s important to you and your family, and only then, once we know this, do we put forward recommendations on how best to support and protect you and your loved ones.
Book Your FREE Life Planning Review
Your Life Planning Review would normally cost £350. However, we provide this service free of charge because we believe in taking the time to understand you, your circumstances, and your individual needs.
This enables us to bring together every aspect of your private client planning into a clear, personalised set of recommendations tailored specifically to you. From Wills and Lasting Powers of Attorney (LPAs) to inheritance tax planning, business succession, and legacy planning, our Life Planning Review ensures that every important area is carefully considered, giving you confidence that your affairs are fully aligned with your wishes and long-term goals.
This gives you the confidence that you and your family are fully protected; and, as we understand that circumstances continue to change, we recommend that you undertake a regular full review of your current plans; ensuring that you and your family continue to have the right levels of support and security in place at every stage of your life.
With our FREE Life Planning Review service, you can:
Ensure your wishes are clear and your loved ones are cared for.
Keep your arrangements aligned with changing personal, family and financial circumstances.
Structure your estate efficiently with expert tax and trust advice.
Ensure your wishes are carried forward with clarity and confidence.
If you own or have an interest in a business, we can help ensure it is properly protected and prepared for the future.
We consider how your business fits into your wider estate and advise on succession planning, ownership structures and business continuity, so your interests, and those of your family or business partners, are fully protected and safeguarded.
How our FREE Life Planning Review service works
Although each person’s circumstances are different, our Life Planning Review meeting usually takes approximately 45 – 60 minutes and will allow us to gain a full understanding of your current situation and what is important to you. This can be held face to face, digitally on Teams, or via the phone.
To get the most out of your review, we recommend that you take a little time ahead of the meeting to consider your current circumstances, as well as what security and future protection you need to build into any solution.
At the review meeting we will discuss some, or all, of the following:
Your Life Planning Recommendation
Once we have undertaken your FREE Life Planning Review, we will put forward a set of options and recommendations on how best to support and protect you and your family. We believe that there is a minimum level of support and security that every person should have, based largely on their age and unique circumstances.
As a result, we have three distinct Life Planning Packages, Life Start, Life Shield and Life Care, which have been developed for specific periods of your life. These combine a range of different services at a discounted price.
Single services
Of course, we also recognise that not everyone will require a full planning review or indeed will need one of these unique Life Planning Packages and may simply need a Will or an LPA or some specific inheritance tax advice.
If this is the case, then we will sit down, explain this and provide you with the service needed, whether that is a simple or complex Will, an LPA, or indeed a Lifetime Trust. Please rest assured that you will receive the same high standard of advice and support, just tailored to your immediate needs.
If your situation changes in the future, we can help you build on this foundation at a pace that suits you.
