Forethought Estate Planning

About

Experienced Estate and Financial Planners providing clients with bloodline/generational solutions to protect their assets from threats such as:

1. Not having a valid will in place
2. Care home fees
3. Creditors to your children
4. Spouses of your children

5. Marriage after death of a partner
6. Inheritance Tax
7. Mental Incapacity

We work closely with our clients by listening to their specific needs and then tailor bespoke solutions that will benefit them, the family and their next generations. We achieve this by taking the time to have face to face meetings with our clients, getting to know them on a more personal level which has resulted in the protection of several millions of pounds of clients assets. This has been as a result of rapid growth through referrals and personal recommendations since inception in 2016.

The services we provide are:

- Wills
- Trust Planning
- Lasting Power of Attorney
- Probate Services.

For an initial chat, at our our expense, contact David | Email: d•••••@••••.co.uk | Mobile: 077•• ••••••

For more information, please follow us on social media at Forethought and visit our website at: www.forethoughtestateplanning.co.uk

David is also a partner of True Potential LLP, an award-winning financial services and technology organisation. He is an experienced financial services professional with over 15 years of credentials working with corporate/commercial and private clients. Since partnering with True Potential's organisation in 2014, he has accrued and manages over £15 Million of client assets through referral and recommendation.

The services that he can help you and your business with are:

• Insurance (Life, Critical Illness & Income Protection) Mortgage, Family Protection, Key Person, Shareholder Protection.
• Investments – ISA’s, Bonds, Unit Trusts, OEIC’s, VCT’s, EIS.
• Retirement - Pensions, Drawdown & Annuities
• Estate Planning – Inheritance Tax Advice
• Pensions for Business - Auto Enrolment

For an initial chat, contact David on: M: 077•• •••••• E: d•••••@••••.com

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