WEALTH PRESERVATION

WHY IS IT IMPORTANT TO PROVIDE A WEALTH PRESERVATION PLAN FOR YOUR BENEFICIARIES?

Since the eleventh century, English knights headed off for the crusades and protected their land and estates by the use of trusts. This is known as Wealth Preservation. This was done to ensure bloodline planning was in place, with their wealth and estates passing to their family.

Nowadays they still hold a lot of the same values, with bloodline planning. In today’s society, it is important to plan for the future. We work with you and a panel of IFA firms across the country who can give you advice in this area.

A good Preservation Plan will take into account lots of areas:

  • Estate and Asset planning
  • Investment Planning
  • Retirement Planning
  • IHT Planning

FURTHER INFORMATION

We’ve been helping people with their wills for over 15 years. Covering areas such as Runcorn, Liverpool, Warrington, Frodsham, and Chester. Get in touch today and see how we can help you. We have a specialist team of professionals who are happy to answer any questions you may have. You can find out details on the Contact Us page.

Our team are members of Society of Will Writers and are SWWEPP Qualified, and we offer one-to-one appointments either face-to-face or over the phone/zoom.