Will Planning Solutions Ltd.
Countesthorpe, Leicestershire, Leicestershire(24 Reviews)
Advice and recommendations based on your needs, there may be more than one way to address your concerns and I will explain what options you should consider in plain English. I am a specialist in will-writing, lasting power of attorney and trusts, and often talk clients about asset protection, dealing with difficult family dynamics, consequences of a move into residential care, solving inheritance tax estates and helping families with estate administration (probate) at a difficult time. Talking to us is a good first step, we are good listeners and won't waste your time or ours.
Will Planning Solutions Ltd.
82 Rosebank Rd, Countesthorpe, Leicester LE8 5QY, UK
What do you love most about your job?
Helping people in need of solving a problem. I am a qualified Chartered Accountant and changed career 10+ years ago, this is my company and my reputation and I have a lot of clients refer me out to their friends and family because of the trust and respect we have for each other. I am so glad I left the accounting world because what I do now is so much more rewarding on a personal level.
What inspired you to start your own business?
I set up my own business after being disenchanted with the corporate world and working for someone else. Life is so much better now and I am in control of what I do. It also allows me to work with a number of local charities. I understand what job satisfaction is about!
Why should our clients choose you?
We will treat you the way we would expect to be treated, no hard sell, just simple straight forward advice so you can choose what you want to do. We have a full money back guarantee in our terms of engagement that are approved by the Chartered Trading Standards Institute under their Consumer Codes Approval Scheme. Happy to help and go the extra mile.
A Will needs to fit your needs, so there are many options to consider including appointing Guardians for your children under 18, will trusts to protect family property for disabled/dependent beneficiaries.
Lasting Power of Attorney
We all should put both types of LPA in place because we don't know what the future holds, so the message is that LPAs are not just for the older generation.. remember Michael Schumacher's terrible skiing accident and subsequent physical incapacity?
A trust is set up either now whilst you are alive, or through your Will at the date of death to harbour and protect your money and assets, looked after trustees, the trust fund can then provide for those individual beneficiaries you named. Think of the disabled or vulnerable, you owe it to them to do the right thing and we will advise the most suitable options for you to consider.
Family Protection Trusts
Protect your assets now, well in advance of anything terrible happening to you. The clear benefit is that it's all done upfront, and will avoid your children having to go through the Estate Administration process (probate by its other name) resulting in a large cost saving, let alone the fact that you won't have to wait months/years as beneficiaries to receive your inheritance.
We can quickly provide you with a fixed price quote to deal with everything following the death of a loved one. You deal with me on a face-to-face basis, you get a specialist team doing the work so no time is wasted, and you can track progress yourself online. Using us is far better than your typical High Street solicitor.
Care Costs Planning
If you are helping the older generation in your family, you will want to make life easier for yourself and we can help you with the planning aspects you need to deal with head on, and there are too many topics to cover here.
Secure Document Storage
Of course you can keep your own Will yourself, it's an option. Don't forget though, that your Will deals with everything you own, so it is a very important piece of paper and in our opinion should be treated with care, and stored safely. Why not use our ISO and BSI approved storage facility that is specifically for the preservation of archived materials.. it's looked after properly in other words.
Working with local charities
Will Planning Solutions actively support and fund raises on a continual basis for a number of local charities, here is a list of the most recent: Hope Against Cancer .. Bamboozle .. Alex'sWish .. Parkinson's
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