We have been using Will Planning Solutions for the last 8 years. Rob has always been professional and approachable and has helped is to update our Wills when circumstances have changed. Highly recommended Rob who is a pleasure to deal with.
Welcome to Will Planning Solutions
A LITTLE ABOUT US
Welcome to Will Planning Solutions Ltd. owned and managed by Rob Abell. We are based in South Wales and can provide home visits locally, or online sessions further afield using Zoom, Skype or FaceTime. We adhere to the strict Code of Practice of the Institute of Professional Willwriters which is approved by the Chartered Trading Standard Institute.
We carry £2 million of Professional indemnity Insurance and offer a friendly professional and ethical service, see our testimonials here.
We have quite a long standing relationship with The BamboozleTheatre Company which is also based in South Leicestershire and do what we can to help raise their profile and support their fund raising efforts, see our blog for further details.
Will Planning & Related Services
A will has to be well planned and drafted to ensure your family’s future after you have gone.
If you’re reading this, you’ll hopefully have decided that a Will is a good idea; it adds certainty to what happens after a death, saves time, and will minimise the probate (or estate administration) costs to be incurred at that time.
We provide:
- Professional will writing
- Free will reviews
- Setting up of Executors & Trustees
- Arranging guardianships
- Help excluding someone from your will
- Intestacy Services
- Safe storage of documents
Inheritance Planning
Providing future security for your wealth
Most of us agree that succession planning for our wealth is important. The question is when to do it? It’s no wonder we’re nervous about handing over control and ownership of our wealth whilst we are alive, giving it away now can be part of a plan but the dilemma is you might then need it later on because let’s face it, we’re all living longer. 1 in 6 of us alive today will reach a 100, so how you manage the transition of your wealth is crucially important. It is possible to give it away now and still keep control of it, so why not ask us how?
We provide:
- Inheritance Planning
- Inheritance tax mitigation
- Incapacity planning
- Family asset protection trusts
- Disabled/Vulnerable Person’s Trust
- Business assets protection
- Foreign assets protection
- Tenants in Common, and Will trusts
- Deed of Variation
- Bespoke service for people of high net worth
Later Life Planning
Ensuring your wishes are fulfilled in later life
Whatever your later life planning needs, I am sure we will be able to either help you directly or guide you to business partners that work in niche areas whether it be of a financial or legal perspective.
We provide:
- Lasting Power of Attorney
- Court of Protection Deputyship
- Trusts
- Probate
Our Popular Services
Testimonials from some of our many happy clients
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Happy Client
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The service was conducted in a very professional and efficient manner, and would recommend this company wholeheartedly.
Satisified Client
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A very nice smart gentleman who doesn’t put you under too much pressure . We are very satisfied with his service.
Satisified Client
Latest News From Will Planning Solutions
Trusts explained, finishing with the Asset Allocation Trust for your home
Trusts explained, finishing with the Asset Allocation Trust for your home The concept of a trust is very straightforward and explained simply on my website, here’s the link: https://willplanningsolutions.co.uk/services/trusts/ The confusion undoubtedly comes from the vast array of names given…
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Not married? Not in a Civil Partnership? Here’s some good reasons to consider doing the deed..
Not married? Not in a Civil Partnership? Here’s some good reasons to consider doing the deed.. I often get sent a client’s profile (family, money, wishes, fears etc.) and spend more time than I should on considering all of the…
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Ancojada’s Smart Money Newsletter
Ancojada’s Smart Money Newsletter Ancojada’s Smart Money Newsletter is always worthy of a read to remind yourself that good financial planning is an essential part of life these days. A good financial adviser will always pay their own way in…
Read MoreWill Planning Solutions Ltd. is a will writing & probate service dedicated
to making estate planning as easy and painless as possible
