ProTrust – Estate Planning

For our clients, estate planning is a full service requirement to help them achieve protection and preservation of their wishes as to their chosen family members inheriting all of their wealth and assets in the most effective way.

We specialise in the following Estate Planning services:

1. Estate Planning
2. Inheritance Tax Planning (IHT)
3. Lasting Power of Attorney and Business Decisions
4. Lasting Powers of Attorney
5. Lifetime Property Trusts
6. Trusts
7. Wills

We are dedicated to serving you, our clients and working with and alongside your other advisors in providing the best overall service.

Please contact us for an initial no-charge, no-obligation face to face estate planning meeting or zoom call/discussion.

This practice is specialist in Estate Planning. We occupy a more unique position combining holistic planning with expertise as to the legal aspects such as Wills to ensure your estate passes to family in the right way following death or even for lifetime gift making. We care about the quality of our advice and service. Best service involves a continuing need to review on a regular ongoing basis, at intervals that are set by you. It is not about one Will, it is ensuring that you are kept up to date on the law, tax and trends for estate planning as years pass.

An important element of our practice is that we work with and alongside our clients’ other trusted chosen firms and advisors. They would include financial advisors, solicitors and accountants in ensuring an overall coverage of all professional work. For example, when we review your estate planning, we are usually asked to review the Inheritance Tax position. Following this, it may be the case that expert financial advice can help to mitigate inheritance tax liabilities and we can assist your financial advisor by providing a schedule to them or overall estimated exposure to IHT and liaise with them to help them advise you efficiently. If you require other legal, accountancy or financial services we can direct you to the appropriate experts for that work.

Our focus is on three areas of service:

To cherish traditional values of care and service;

At the same time, to use a modern approach and technological advances to ensure efficiency.

Above all, to always think in terms of provide solutions – to your needs and requirements.