The Will Experts
Poynton
Poynton
Free 1 hour initial telephone consultation to assess your needs.
We help you understand what type of legacy planning you need in place to give you peace of mind that your money is going to the right people at the right time. This will include why trusts can be an important part of your planning.
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What do you love most about your job?
The satisfaction of providing people with the peace of mind that they have the correct planning in place and that their legacy will go to the right people at the right time.
What inspired you to start your own business?
The Statistics:
56% of Uk adults don't have a Will
5.4 million people dont know how to make a WIll
60% of parents don't have a valid Will and have not reviewed their Inheritance Tax position
Less than 1% of the population have a Lasting Power of Attorney yet 1 in 3 people over 65 will develop dementia
Why should our clients choose you?
We will Listen to your needs and explain the outcome of your current will
Bespoke Solutions
Affordable Cost
Experienced Estate Planner/ Financial
Flow charts explaining the planning
Access to software which will allow you to complete a review and provide a detailed report that guides you in respect of which documents you need to have in place (Discount Codes available) BARK10520
10% of our Bronze Package
5% of our Silver Package
20% of our Gold Package
20% of shop purchases
Or you may prefer a home visit.
Can you provide your services online or remotely? If so, please add details.
You can do this using our online software (links below) or you can use our bespoke home visit/zoom call service at U Plan Later Life Planning Ltd
https://thewillexperts.co.uk/
https://review.thewillexperts.co.uk/shop
https://u-planonline.co.uk/
What changes have you made to keep your customers safe from Covid-19?
We can accomodate the meeting over Zoom and share the screen with you to show you how the planning works
Home visits and wear a mask
Online intuitive free will review system which takes 20 minutes to complete and provides a full report explaining what documents you need to have in place. (Discount Codes available) BARK10520
10% of our Bronze Package
5% of our Silver Package
20% of our Gold Package
20% of shop Purchases
Online Shop so if you know what you need you can complete and buy your documents via our intuitive software programme (Discount Codes available) BARK10520
Will Trusts Lasting Powers of Attorney
Bloodline Planning ,Wills Trusts, Generational Inheritance Tax Planning, Lasting Powers of Attorney, Cross Option Agreements, Shareholder Trusts for Business Owners
