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Prasidium Wealth Preservation profile image

Prasidium Wealth Preservation


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. ​Estate Planning Wills, Trusts, Powers of Attorney (Property & Affairs and Health & Welfare), Probate Service, Professional Executor, Professional Trustee, Deeds of Variation, Funeral Plans, Conveyancing, Deeds of Severance, Estate Planning Reports, Prenuptial Agreements, Cohabitation Agreements, Trust of Land, Personal Tax Advice, IHT (Inheritance Tax) Planning, Care Fee Planning, Funeral Plans. Business Asset Protection Business Succession Planning, Exit Strategies, Share Release Trusts, Cross Option Agreements, Tax Planning, Company Wills, CGT & IHT Mitigation.

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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.

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Wills and Estate Planning FAQs

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Having to allocate your estate can be a very sensitive task and often complicated task. This can be made harder the more intricate you wish your will to be. When writing a will, whether it’s straightforward or more complex, it’s a good idea to get some professional help and advice. Many people choose to go for a solicitor when it comes to their will writing needs, but an accredited Will Writer can be just as effective, at a fraction of the price.

If you opt for a face-to-face meeting, your will writer will schedule an appointment in your home. During this appointment, your Will Writer will have a conversation about your specific circumstances.

With telephone-based services, you will be assisted with enquiries much in the same way as a face-to-face appointment.

During both of these conversations, your Will Writer will ask you to confirm some details:

  • What type of assets you own – this includes any possessions, property and savings

  • Your executors – members in your family that are tasked with handling property, paying debts/taxes a liaising with beneficiaries

  • Your beneficiaries – what family members receive what/how and in what amounts. This includes what charities are awarded compensation. Your will writer will give you suggestions on all of these factors and how to organise them prior to drafting.

With an online service, your Will Writer will respond to a set of online questions about your will. After completing these questions, you will receive a draft by either email or post, which you will then be required to sign in the presence of a witness.

So what should you think about when looking for a will writer? Bark makes it easy to compare professionals and get quotes immediately. Here are some points you may wish to review before selecting an estate planning professional:

  • Take a look at past reviews or testimonials from previous clients

  • Check whether the Will Writer specialises in your specific circumstances (i.e. overseas assets)

  • Accreditation by The Law Society – proves the legitimacy of the professional

  • Possible member of The Society of Will Writers or The Institute of Professional Will Writers – proof of up-to-date training Insurance in the case that your will is challenged legally (adhering to a code of practice

These are great places to start when hiring your Will Writer.

Getting a Will Writer has some very obvious benefits. You may have assets you wish to split among a wide range of people. Or you may not know how you wish to divide your estate at all. In either of these cases, a Will Writer can help to clarify your motivations and see to it that your family is provided for correctly.

The will-writing process itself can be very intricate. If you are confused about the ways in which your estate can be organised, or you’re unaware of the best way to protect your estate for future generations, a Will Writer can be very valuable. With an accredited Will Writer, you can make sure that your estate is not only allocated correctly but that all assets left behind are safeguarded for future generations.

One very important aspect of writing your will is that it is legally binding. It is very easy to write a will in theory – but incorrect or omitted information can cause unpleasant disputes between family members. These disputes can rage on for years and years. By having your will looked over by a professional, you avoid needless confusion or altercations between your loved ones.

Making sure your will is kept up to date shouldn’t be forgotten either. A good Will Writing company will keep details on file, and also let you know when you should update your will accordingly. Looking over your will on a frequent basis is very important. Not only does this keep you up to date with regulations, but you can also make sure everything you’ve stated in your will is still current.

Yes! Bark makes it simple to find and hire a Will Writer from the comfort of your home. Just tell us what you’re looking for and we’ll connect you with the best Will Writers for the job. Most Will Writers will be able to offer their services online or remotely, all you’ll need is a phone or a strong internet connection.



based on 750 reviews

The average rating for Bark Will Writers in Liverpool is 4.81, based on 750 reviews.

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