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Estate & Succession Planning

DD4, Dundee

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About

Specialists in Estate & Succession Planning

Verified business
Icon/Elite Pro Created with Sketch. Elite Pro
1 hire on Bark
2 day response time

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Q&As

Delivering customer satisfaction is uppermost in my day to day work practices

I have extensive experience within Financial Services and then Estate Planning

Services

Estate & Succession Planning (ESP) is a solicitor backed independent practice specialising in protecting assets for current and future owners of property, savings and investments. Ensuring that guardians are provided for children or vulnerable beneficiaries is a high priority for us.
We utilise the best options for you, including Wills, Powers of Attorney, Executry Bypass Trusts, Pilot Trusts, Transfer of Titles, Powers of Attorney and Guardianship Orders. These can also be helpful for the management of Care Costs and dealing with local Councils and Social Services when a person’s potential need for care is a concern. Any Inheritance Tax considerations are also dealt with during the process.
If helpful, we are happy to work in conjunction with any other professional adviser that you may have.
We have full, comprehensive Professional Indemnity Insurance covering the services we offer.
There are many different aspects which have to be considered and ESP’s experience will ensure that solving one problem does not create another.
For your convenience ESP has representatives throughout mainland Scotland and offers a home or remote video service. You do not need to travel to our offices.
The cost?

There is likely to be more than one solution or option available to you. Before the meeting, we are unlikely to know all of them. It would therefore be potentially misleading for us to suggest a cost.

Before you make any decision at the meeting, ESP makes sure that you are fully aware of all your options and any cost involved. Unless you instruct ESP to carry out one of our services there will be no cost at all. (Although a cup of tea or coffee might be appreciated). We can’t be fairer than that, can we?

Please feel free to contact either:
Derek Garrett on 07791807311 or e-mail: dgarrett153@hotmail.com