At Wills Trusts Tax Solutions we draft Wills & Trusts for Home Owners with Children, who want to protect their home and other assets from Major Threats, including Care Fees & Inheritance Tax
"At last a thorough explanation of all we need to know about inheritance tax and the other threats to our estate - in a language we understand.
We knew we needed to do something to protect our inheritance, and this website and Paul's' book takes away the mystique and jargon, and has let us take all the important first steps. Incidentally, we have used Paul and his team to advise us, and we are very happy to recommend him and his services."
Sally & Mark Baylis (Retired Midwife, and PR Consultant)
Important Notice
This site will be an "encyclopaedia" of Will writing and Estate Planning information. It will provide all the knowledge and advice that a home owner, with children, needs to have available if they want to properly protect their home, and other assets from the 13 major threats that their beneficiaries need to be protected against. At the moment it's still in development but some of the content is so important that we wanted to make the encyclopaedia available whilst we add more and more critical information.
Our Step by Step Process to Protect your
Home & Other Assets
1
Step One
Explore this web site and decide if you want a normal Will or whether you are interested in exploring a special Will that protects your home and other assets, from all the major threats, to the benefit of you, your children and grandchildren.
If you would like to discuss what options you have to protect your home and other assets, please book a Video or phone call discovery session.
2
Step Two
Book your discovery meeting, which is preferably held by Video call but can be by phone if you prefer.
During this session we can discuss your circumstances e.g. Family Tree - Assets & Liabilities - Your Wishes and Goals - Worries & Fears and how I might be able to help you.
If you feel that we are a good fit we can arrange a face to face strategy meeting to start putting together a plan that will help you meet your needs and wants.
There is a notional fee of £50 for this 45 minutes session. If you are not totally delighted with the value of the meeting this fee will be fully refunded.
NOTE: We only introduced this small charge to dissuade anyone from reserving a slot and not turning up as this blocks out and wastes a lot of valuable time. Therefore, sorry, but this small fee is not refundable if you cancel with less than 3 working days notice.