Trust and Estate Planning
The 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.