Expertise
- Wills
- Estate planning
- wealth preservation
- lasting powers of attorney
- will trusts
- lifetime trusts
- severance of tenancy
- discretionary trusts
- family trusts
- family protection trusts
- asset protection trusts
Summary
I am MD at Estate Planning Solutions and am passionate about our service delivery which is customer focussed and a consultative process as opposed to a sales process. Estate Planning are expert in all aspects of estate planning and their services include Wills, Lasting Power of Attorney, Will Trusts and lifetime trusts. We also offer clients an IHT planning service, probate and funeral plans.
Established in 2003, Estate Planning have helped thousands of clients to ensure that their wealth and assets are protected and secured for future generations. We are undergoing rapid growth and continually looking to recruit professionals working within the sector.
Through our associated Retirement Advice business, we have been organising staff retirement seminars (about 203 in 2015) across the UK - with both NHS Trusts, Police Federations and other employers choosing them as their preferred advisor.
Working with Professionals - Estate Planning Solutions presently work with Law firms, providing them with an established Estate Planning Service which is backed up by their experienced team. This ‘white label’ or joint venture model is currently being expanded to include Accountants, Estate Agents and IFA's
Experience
-
Estate Planning Solutions
Managing Director
- Current
-
Grant Thornton
Corporate recovery Manager
100+ Employees 1986 - 1996 -
Morris Cottingham
Offshore Finance / Captive Insurance Manager
6 - 20 Employees 1996 - 2001 -
Scott Lang Limited
Finance Director
21 - 100 Employees 2001 - 2004
Education History
-
o Levels and a Levels
Wilmslow Grammar School & STEP
2010 - 2015Wills and Estates
Administration of Trusts
Administration of Estates
Taxation of Trust and Estates
Qualifications
Full Member of Society of Trust & Estate Practitioners
Fellow of Chartered Association of Certified Accountants
Fellow of Institute of Professional Will Writers
Clubs and Associations
FIFA Qualified Junior Football Coach
Interests and Hobbies
Sport - Football and Cricket in particular
Music -listening and just taken on Management of Band
Reading and watching TV (when have chance!) Murder mysteries! Comedies too:)
