Prasidium Wealth Preservation
Liverpool, Merseyside
Liverpool, Merseyside
Working with private clients and businesses to protect their assets and secure their futures. Whether you need a simple will, advice on protecting your home from care fees or have more complex issues, including mitigating tax, we can provide you with the perfect solutions to achieve your goal of protecting your estate's assets for future generations.
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What do you love most about your job?
I get the satisfaction of knowing I've helped clients to understand that the assets in their estates such as their home, savings, investments, pensions, life assurance policies, other properties they may own and any business interests they have, are all liable to attack from external threats and that there are legal instruments that can be put in place to offer them as much protection as possible.
The five main threats to people's estate and assets are, Inheritance Tax (IHT), Bankruptcy & Creditors, Divorce, Marriage After Divorce (MAD) and Long term Care Fees.
Fortunately, clients wishing to do so, can mitigate against these threats by ensuring they have effective Estate Planning in place to protect their assets and secure their estate for future generations.
What inspired you to start your own business?
I've been in business for many years, as Managing Director of an IT consultancy helping Small & Medium Sized Enterprises (SMEs) to adopt, and manage digital technologies effectively, to increase the effectiveness and efficiency of their businesses, and later as the Chief Executive of a management consultancy practice working with organisations of all sizes to improve performance.
A key aspect of my responsibilities was working with partners, such as chambers of commerce, universities, metropolitan and city councils and private sector organisations to bid for European Union and UK Government funding and deliver business support programmes to businesses helping them to become more competitive, increase their growth potential and to safeguard and create jobs for the economic benefit of the regions and country in general.
Working with businesses you discover just how much hard work, both physical and intellectual, the owners and employees of an organisation invest into the business in order to make it successful; delivering quality goods and services, satisfying customers and ensuring continued success. You want to ensure that your client's continued success and asset base is fully protected.
I was able to work with these businesses and advise them on how to protect the business assets for future generations of their families and others with an interest in the business. Following on from this work of protecting the business assets, I was able to work with the business directors/partners and employees to look at their individual estate planning requirements and put appropriate protection in place.
It was this that inspired me to create this business; helping people to protect and secure their hard earned assets for future generations.
Why should our clients choose you?
By choosing us to take care of your estate planning, you can be assured that we care very much that you receive the best possible advice to protect your assets for future generations. We offer a professional service, visiting you at a time and place, usually your home, convenient for you. We will conduct a fact finding exercise to fully understand your personal circumstances and provide you with the best advice and recommendations designed to address the present and future threats to your estate's assets, securing them for future generations.
We adhere to the will writing code as stipulated by STEP, the Society of Trust and Estate Practitioners and we carry Professional Indemnity (PI) insurance to ensure your protection.
