Trusts and Estate Planning
Educational Seminars, Learning Lunches and Free 1-2-1 Consultations
Specialist, Straight Talking Estate Planning Solutions
Help Your Employees Protect Everything They Have Worked For
Modern family structures are becoming more complicated. As individuals many people are also becoming wealthier than ever before. It is not surprising, therefore, that there are numerous threats that can prevent their estate from reaching its desired destination.
From expensive legal fees, to future relationships, resulting in sideways disinheritance, divorce, financial problems and Inheritance Tax. There are now many ways in which their children’s and grandchildren’s inheritance can be diluted, or even completely lost.
All of these can be avoided with carefully considered planning. Carried out at the right time and for the right reasons, estate planning is the means by which someone can protect their wealth for their chosen beneficiaries.
Depending on your needs and preferences as a business, our estate planning specialist can deliver estate planning education in your workplace. Typically in the first instance, a group workshop (15-20 attendees) would be arranged where the basics would be covered. If any employees would like further advice this can then be done on a 1-2-1 basis, usually in the employee’s home so that a spouse or partner is present. These consultations are free and without obligation.
Our specialist estate planning partner will work closely with you, the employer, to deliver a bespoke education programme that fits in with your workforce. Employee engagement with this topic is strong as it is not well documented, meaning it is highly valued by employees. Typically, they would have to visit (and pay) for a solicitor to learn about these topics. Our partner deliver an education led programme to help people understand their situation and how to address any threats they may be exposed to.
Contact Us Online or by Phone
Get in touch, one of our friendly team will take a few details and take the time to understand what you need help with.
Our Partners Will Come To You
Depending on your preference, we can arrange no obligation, face to face meetings with 1 or more of our partners. Just let us know your availability and we will do the rest. We understand you are busy, let us lighten the load and take care of the organisation.
A record £5bn Inheritance Tax was paid by UK families last year
Why will your employees will love this?
Convenient access to financial education, guidance and advice
A Helping Hand
Genuine help and solutions to real life challenges
Peace of Mind
Employees are comforted by the fact they know their loved ones are protected should the worst happen.
Fixed fee packages to control costs
Our partners offer fixed fee packages so employees know at all stages what they are paying for.
Employees Feel Valued
Services such as these show employees they are valued by the business.
Ready To Spread the Love?
Give us a call on 0203 818 1796 or complete this form and one of our team will be in touch at a convenient time.