Summary
I am an Estate Planning Practitioner with Co-op Estate Planning. I specialise in Estate Planning and Asset Protection Services. I offer advice on a range of estate planning issues including Wills, Trusts, Probate, Lasting Powers of Attorney and Inheritance Tax (IHT).
In order to protect family and loved ones, it is essential to have provisions in place after you’re gone. The easiest way to do this is to obtain professional advice. I can advise you and your loved ones about structures to protect and pass wealth and assets on to your family. I do this in the comfort of your own home or any location that is convenient to you.
I am covered by Co-op Estate Planning Professional Indemnity Insurance cover of £3m and my work is regulated by The Society of Will Writers and Estate Planning Practitioners.
The majority of my clients are referred to me by their Financial Advisers or Accountants. I also give presentations to any interested groups.
Although based in Leyland I provide a service for clients in Preston, Chorley, Blackburn, Blackpool, Southport, Bolton, Burnley, Manchester, Liverpool in fact the whole of Lancashire and the North West.
Key words: Estate Planning, Asset Protection, Wills, Trusts, Probate, Lasting Powers of Attorney, Inheritance Tax, Collective Legal Solutions, Society of Will Writers, Asset Protection Trusts, Protective Property Trusts, Long Term Care Fee Protection
Expertise
I specialise in Estate Planning and Asset Protection Services. I offer advice on a range of estate planning issues including Wills, Trusts, Probate, Lasting Powers of Attorney and Inheritance Tax (IHT).
Experience
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National Legal Services
Estate Planning Consultant
2002 - 2007 -
Collective Legal Solutions
Estate Planning Practitioner
2007 - 2017 -
Co-op Estate Planning
Estate Planning Practitioner
2017 - Current
