Welcome to Zuhair Estate Solutions, where your legacy matters. As a specialised estate planning service based in the UK, we are dedicated to providing tailored solutions that ensure your wishes are respected and your assets are protected for future generations.
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What do you love most about your job?
What I love most about my job as a UK estate planner is the profound impact I can have on people’s lives here in the United Kingdom. Helping individuals and families secure their financial futures brings me immense satisfaction. Guiding clients through the complexities of UK laws—such as inheritance tax, trusts, and wills—allows me to provide them with peace of mind, knowing that their assets and loved ones will be protected according to their wishes.
I also relish the intellectual challenges that come with the ever-changing landscape of estate planning laws and regulations in the UK. Staying up-to-date with legislation like changes to inheritance tax thresholds or trust regulations requires continuous learning, which keeps my work engaging and dynamic. This ensures I can offer the most effective solutions tailored to each client’s unique situation.
Building long-term relationships is another rewarding aspect. I often work with multiple generations within a family, allowing me to deeply understand their values and goals. This trust fosters meaningful connections that go beyond mere professional interactions.
Lastly, the collaborative nature of estate planning in the UK is something I truly enjoy. Working alongside solicitors, accountants, and financial advisors enriches my perspective and enhances the quality of service I provide. Together, we create comprehensive plans that holistically address our clients’ needs within the context of UK law and financial practices.
What inspired you to start your own business?
What inspired me to start as an estate planner in the UK is a combination of personal experiences and a deep-seated desire to help others navigate complex financial and legal landscapes. Early in my life, I witnessed how the lack of proper estate planning can lead to significant stress and hardship for families. This personal observation motivated me to pursue a career where I could make a meaningful difference by ensuring others are better prepared for the future.
The intricacies of UK estate laws and regulations fascinated me. I was drawn to the challenge of staying abreast of ever-evolving legislation—such as changes in inheritance tax laws and trust regulations—and applying this knowledge to benefit my clients. The intellectual stimulation that comes from interpreting and strategizing within the UK legal framework keeps me passionate about my work.
Moreover, I have always valued the importance of safeguarding one’s legacy and ensuring that hard-earned assets are passed on according to one’s wishes. Becoming an estate planner allows me to guide individuals and families through critical decisions, providing them with peace of mind and financial security.
Ultimately, my inspiration stems from a desire to build lasting relationships and positively impact people’s lives. Helping clients protect their assets and provide for their loved ones within the context of UK law is incredibly fulfilling, and it continues to drive me in my profession every day.
Why should our clients choose you?
Clients at Bark.com should choose me as their estate planner because I offer a personalized and comprehensive approach tailored to each individual’s unique needs. With extensive experience in UK estate planning, I have a deep understanding of the complexities surrounding inheritance tax, trusts, and wills. This expertise enables me to craft effective strategies that protect your assets and ensure they are distributed according to your wishes.
I am committed to building long-term relationships with my clients, fostering trust through open communication and transparency. By taking the time to understand your goals and concerns, I can provide guidance that not only addresses your current situation but also adapts to any future changes in your life or legislation.
Moreover, I collaborate closely with a network of solicitors, accountants, and financial advisors to deliver a holistic service. This teamwork ensures that all aspects of your estate plan are seamlessly integrated and managed with the highest level of professionalism.
Choosing me means partnering with someone who is dedicated, knowledgeable, and genuinely invested in securing your financial future and that of your loved ones. My passion for helping others navigate the often daunting landscape of estate planning makes me a reliable and compassionate advisor for all your estate planning needs.
Can you provide your services online or remotely? If so, please add details.
Yes, I provide my estate planning services online and remotely to clients throughout the UK. Utilizing secure video conferencing platforms, phone consultations, and encrypted email communications, I can effectively assist you without the need for in-person meetings.
Details of My Remote Services:
• Initial Consultation: We can schedule a convenient time for an initial consultation via Microsoft Teams or a phone call to discuss your estate planning needs and objectives.
• Document Preparation and Review: All necessary documents, such as wills, trusts, and power of attorney forms, can be prepared and reviewed electronically. I use secure file-sharing services to ensure your personal information remains confidential.
• Electronic Signatures: Where legally permissible, documents can be signed electronically to expedite the process. I will guide you through any requirements that may need a witnessed signature.
• Ongoing Support: I am available for follow-up consultations and to answer any questions you may have throughout the process, ensuring you feel comfortable and informed every step of the way.
• Flexible Scheduling: Remote services offer greater flexibility, allowing appointments to be scheduled outside of traditional office hours to accommodate your busy lifestyle.
By offering remote estate planning services, I aim to make the process as convenient and accessible as possible while maintaining the highest standards of professionalism and confidentiality. Please feel free to contact me to arrange a consultation or if you have any questions about how the remote process works.
What changes have you made to keep your customers safe from Covid-19?
To keep my clients safe from COVID-19, I have implemented several measures to minimize health risks while providing estate planning services. I offer remote consultations via secure video calls and phone conversations, allowing you to receive professional guidance without the need for in-person meetings. This approach ensures that we can discuss your estate planning needs conveniently and safely from your home.
These changes are designed to protect your health and provide peace of mind while we work together on your estate planning. Your safety is my top priority, and I remain committed to delivering the highest level of service during these challenging times.
Wills
The vast majority of people put off making a Will for a variety of reasons, either believing that the people they would wish to inherit will automatically do so, or because they don’t think it is relevant to them at this particular time.
The reality is that you can put off making a Will until it is too late and this poses all sorts of problems for the people left behind and could mean that some or all of your inheritance either goes to the wrong person or to the state.
Firstly and most importantly is the peace of mind making a Will provides. Making a Will enables you to plan exactly what will happen to your property (estate) following your demise. This ensures that those you would like to benefit actually do so, in accordance with your wishes and at the same time avoiding any possible disputes between relatives.
Who needs to make a Will?
The answer is everyone. In particular, anyone with dependent relatives, (children under the age of 18, elderly relatives or relatives with a disability who have special needs), anyone who owns property or has any type of asset which you would wish relatives, friends or charities to benefit from.
But won’t everything go to my loved ones automatically?
This is a common misconception and depending on the size of your estate, there are set rules which will be applied to determine who inherits and how much if you do not make a Will.
So what happens if I don’t make a Will?
This is called dying intestate There are specific rules of intestacy which set out who will inherit and by how much if you do not leave a valid will, this may not be what you would have wished and in the worst case scenarios where relatives cannot be traced, your assets will be taken by the Crown.
Bloodline Planning
How can I protect my children's inheritance?
Ensuring your assets reach your children, grandchildren and other relatives, rather than ending up in the wrong hands, is more commonly known as “Bloodline Planning”.
When assets are distributed to beneficiaries "absolutely", (i.e. they receive cash, property or other assets as a direct lump sum payment) so much can be lost. These assets are then considered to be part of the beneficiary's estate and would be at risk of attack from any future divorce settlements, creditors and taxation.
How can we help?
With the strategic use of Trusts, we can ensure that your children and grandchildren are able to benefit from the inheritance you want them to receive with the maximum possible protection from divorce, remarriage, taxation and creditors.
Do you really want to leave it all to chance?
With our professional help, we can help you to set up the correct type of planning to solve all these problems. Our expertise will ensure that your assets are both fully protected from attack and immediately available to your loved ones after you are gone.
Business Succession
How can I preserve my Business Assets for my Family?
Hard work and dedication have meant that you have built up a sound business to benefit you and your family and naturally you would want to ensure that your loved ones are provided for in the event of your death.
So what if the worst should happen and either you or a business partner were to die?
Do you know who would be entitled to your share?
Without a valid Will the deceased’s share would be subject to the Laws of Intestacy and the person who inherits may not be the person you intended. Would you or your business partner be content to run your business with their surviving spouse or their beneficiaries? This could have a major impact on the running of the business or the value of the business may now go down following the death of such a key person.
Without the appropriate Business Succession strategies:
- Your spouse/partner and children may not inherit your share of a business.
- Business partners may not be able to buy out the deceased’s share.
- The surviving spouse or children may be obliged to take over the running of the business.
- The value of the business could depreciate owing to the inexperience of any beneficiary.
- The business may have to be sold and the proceeds become liable to Inheritance Tax.
Powers of Attorney
What if I am unable to manage my affairs?
There may come a time in your life when you are unable to manage your financial affairs or personal welfare, owing to some form of incapacity and you will need someone to act on your behalf.
Even when we are young, we can find ourselves incapacitated owing to illness or injury and it can be invaluable to have a reliable person, who is able to manage your personal affairs and remove the anxiety of having unpaid bills, at a time when you most need peace of mind.
Creating an Attorney in advance ensures that if the worst were to happen, you can rest assured that both your financial affairs and personal welfare are in safe hands.
So who do I choose?
You can appoint a friend, relative, or a professional as your Attorney which allows them to act on your behalf.
It is important that you choose who you would like to act on your behalf very carefully. You should choose people you can trust to act in your best interests, giving consideration to how they manage their own affairs.
Care
What will I have to pay?
When someone enters care they are automatically “means tested” and all of your capital assets, including your home, are taken into account. Only those who have assets below the £14,250 threshold will be entitled to the maximum possible public funding.
Should you or a family member require Long Term Care we can provide help and advice in relation to a number of issues that could arise. Where a financial assessment is required, we can assist with this and ensure that the correct approach is adopted by the Council or Local Authority and that all the necessary processes are followed. For example, has a Continuing Healthcare Assessment and a Needs Assessment been conducted?
When it comes to moving into a home, we can provide advice on the appropriateness of the contract for the placement, and we can continue to liaise with a Local Authority or Council on your behalf if issues arise on the outcome of a financial assessment.
Should you have any concerns at all at what can be a difficult time,
we are able to provide help and assistance.
