Trust and Estate Planning

/Trust and Estate Planning
Trust and Estate Planning 2017-07-31T09:49:42+00:00

Trust and Estate Planning

tb_building-pensions Trust and Estate PlanningThe challenge for most IFA firms is that trust and estate planning requires both legal and financial solutions. At True Bearing we have solved that problem. We have both services. IFA’s work alongside our Barrister Intermediary team to arrange bespoke solutions to your estate planning needs. You have the best of both worlds under one roof.

Put simply the objective is to enable you to ensure that your legacy planning wishes are met. All trusts are put together for you by our Barrister partners.

Our True Bearing Barrister Intermediaries will meet with you to fully understand your needs and wishes. As with our IFA’s your first meeting is at our expense. All Estate Plans are bespoke to you and your individual circumstances. ALL ESTATE PLANS ARE PREPARED BY OUR BARRISTERS.

Within those trusts you may have specific investment planning and/or tax planning objectives. Your True Bearing IFA will advise and guide you with this part of the process.

Please call us now, or leave your details and we will be in touch quickly.

If you want more information click on the listing below.

Our Legal Services include the following:

The Financial Conduct Authority do not regulate will writing or legal services advice.
Our Barrister Intermediaries are registered and accredited to the Legal Services Guild.

Let us contact you

What our clients are saying about us

Excellent service from Jon Neale and True Bearing Chartered, people who really do know what they are doing . He explained everything about my pensions clearly and precisely and has put them into a fund where I am secure in the knowledge that I will have an income from them for my retirement. Perfect five star service from a company I would happily recommend to anyone

Darran Wrigley, Manchester

I have known Greg for several years, as he used to be my mother’s adviser. He found me a better deal on my mortgage where I have reduced my monthly outgoings.  He was also able to find a more suitable and less costly life and critical illness insurance policy.  The information that he has provided has always been very helpful and I would recommend him to anyone.

Christine Champan, Cumbria

Because Les provides comprehensive and sound financial advice to me personally and to my family, I have no hesitation in recommending him when our clients ask us about pensions or investments.  Les’s friendly and approachable manner displays a wide knowledge of financial solutions, and he always explains in detail the options given, so that an educated decision can be made.

Josie Smith, Accounts Matters Ltd – Lancaster

We have dealt with David Oversby for the majority of our financial affairs for the last 10 years. We have found him to be professional and attentive at all times offering astute and accurate advice.

Jo Blakeway, Radio Presenter, Century FM

We have used Rob for advice in a number of differen areas, especially in relation to our pension planning and insurance policies, and he has always provided us with a clear solution. We have happily recommended him to many of our friends and family and will continue to do so. He is a pleasure to deal with.

G McDonald, Senior Project Manager, EC Harris – Leeds

For the first time, I can now look to a planned retirement in the safe knowledge that Julie has my needs in mind and can advise me instantly on how to deal with any unplanned occurrences. I have in turn recommended Julie to my family, friends and work colleagues as she shows honesty, reliability and a great determination to get the best for her clients.

Tony Carden, Commercial Manager – Liverpool

Mark produced a report addressing my concerns about Inheritance Tax. He recommended the use of an offshore investment and a protection plan which would have an immediate benefit to my financial planning.As a result of his advice, I estimate that my estate will save over £250,000 in Inheritance Tax, although Mark contacts me regularly to ensure that my planning is effective. I would recommend Mark and True Bearing to anyone wishing to protect their assets and pass on wealth to their families.

Mrs H, JP – Lytham

Michael has been my IFA for some years, managing my SIPP and providing ongoing general investment advice.  Having used other companies previously, he came as a breath of fresh air.  His client care and attention to detail is absolutely superb, and following his advice at our regular reviews during each year has stood me in good stead as regards the performance of my SIPP, which has consistently been most satisfactory, despite the difficult financial times over the last couple or so years.

John Wane Esq, McKendrick and Wane Ltd – Preston

Our Independent Financial Advisers

Take the right direction for Financial Advice
Call us on: 01257 260011, email: enquiries@truebearing.co.uk or click below to send an enquiry

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