Registered with Property118.com
Monday 8th February 2016
Planned Succession is a specialist personal and business estate planning service that helps people to pass on their hard-earned wealth to those who they care about whilst ensuring full control over their affairs today. We help a wide range of clients including those just starting out in life, young and mature families alike, business men and woman, people winding down for retirement, and those who own investment property. In particular, we work with wealthier families who want to minimise the amount of inheritance tax their children pay by ensuring that their Wills are written to best effect and that, where appropriate, they use Trusts and the tax benefits they often provide.
We are different from most firms in the sector; in that, we are a referral only practice (almost all of our clients are introduced to us by financial advisers and accountants), and we almost always charge a fixed fee for the work in hand. Most importantly, we don’t assume that a potential client has sufficient knowledge to be aware of all of the issues or possibilities. Lastly, we provide a free initial consultation either in person or by Skype etc.
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