ESTATE PLANNING PRO LTD

Estate Planning PRO provides bespoke training to professionals such as Financial Advisors, Mortgage Advisors and Accountants that deal with their own client’s financial circumstances. We enable these professionals to offer advice to their clients in relation to Wills, Trusts, Power of Attorney, IHT Planning and Estate Administration and Probate. Providing their initial training, ongoing technical support and full back-office drafting services, we give professionals another “string to their bow” so as their trusted advisor, they can directly assist their clients with the Estate Planning creating a better, more seamless journey all around. At Estate Planning PRO, we specialise in assisting Individuals and Business Owners to plan what happens to their Assets when they are no longer here, future-proofing inheritance for their families, whilst ensuring that their wishes are respected and loved ones are protected. Experienced Estate Planner providing specialist, bespoke Estate Planning advice to private individuals in respect of Wills, Trusts, Power of Attorney, Inheritance Tax Planning and Estate Administration & Probate and assisting business clients with all aspects of succession planning.