At Will Protect we use our financial expertise to make sure your estate provides your desired recipients with as much income as you had hoped.
Forward thinking steps taken by you now can be of huge benefit to your family in the future.
We will manage your estate, using our experience in the financial sector to mitigate inheritance tax and make sure your money ends up with your loved ones instead of in the hands of the Government.
By using financial tools such as trusts, where appropriate, we can ensure that you and your family get the maximum financial benefits, even before you die.
If you have already taken care of your retirement planning, you can begin to spread your wealth before your Will comes into effect, further reducing inheritance tax.
“We are extremely happy with the service Will Protect provided whilst setting up our Wills for us. They were both knowledgeable and helpful ensuring everything was explained in a clear way that helped us understand how estate planning worked and they continued to keep us updated throughout the entire process. We have known Will Protect and their staff for many years and would highly recommend them to anyone considering protecting their assets.”
Mr & Mrs Ireland
“Will Protect were very efficient and effective in their dealings with us. Their friendly and thorough approach to their task was very reassuring when dealing with the sensitive subject of wills and estate planning. Nothing is too much trouble and our advisor gave freely of his time to ensure we understood and were happy with our wills. His eye for detail was impressive. We found him to be knowledgeable and competent and have happily recommended him to our friends of family”
Dr & Mrs R Sharples