Wills, Trusts and Legacy Planning

/Wills, Trusts and Legacy Planning
Wills, Trusts and Legacy Planning 2017-09-11T12:50:30+00:00

Wills, Trusts and Legacy Planning

wills-trusts-and-legacy-planning-1-300x155 Wills, Trusts and Legacy PlanningIt’s about getting good advice, considering everything that could affect your wishes and being aware of all your options so that you can make your own informed choice.

Estate Planning

Young or old, for most of us, making plans to ensure that our loved ones are taken care of once we have gone and making sure that they get the maximum benefit from the assets we have managed to acquire through hard work, is one of the most important things we will ever do.

But, it’s not just how much we are leaving that is important. It’s crucial that our assets are well protected and secure so that your loved ones receive the maximum inheritance when you are gone.

Legacy Planning

At True Bearing Legal Services, the Legacy Plans we create for clients are designed around their own personal circumstances. Each plan is drafted to ensure our clients estates pass only to their chosen beneficiaries without undue delay or cost.

All our legal drafting is done by barristers within one of the country’s most successful and renowned Chambers (7 Harrington St Chambers).

True Bearing Legal Services is an approved corporate partner of the Legal Services Guild and all our consultants are accredited Barristers Intermediaries. This means that they have passed exams accredited by the Legal Services Guild and received specific training in Estate Planning and Inheritance Tax Planning, giving you peace of mind that whatever your plans, they will be adhered to.

The Financial Conduct Authority does not regulate will writing or legal services advice.

Our Barrister Intermediaries have successfully completed examinations and are registered with and accredited to the Legal Services Guild.

Let us contact you

What our clients are saying about us

I have been giving my legacy planning some careful thought for many years and been offered various pointers and advice during that time. Nobody however, was able to support me clearly, given the regular changes in law and my specific requirements. From day one, Diane was very diligent, clear and open to questions & so I felt immediately confident that I would use True Bearing Legal Services.

I cannot thank her enough for helping me to fulfil my lifelong dream and I hope she is recognised for her hard work and contribution. Heartfelt, genuine thanks from me and all my family.

Sadhna Bharat, Runcorn

Diane has treated me as an individual and took the time to listen carefully to my goals and often raised questions for me to consider that I hadn’t necessarily covered. My whole family is now engaged and informed of my legacy planning because of her attitude and approach. She has been thoroughly supportive and was free to advise me at any stage throughout the past few months.

Whilst I respect the professional work that True Bearing do, it is Diane that I fully bought-in to, she has given me the confidence to bring my wishes to fruition and I would recommend her services in a heartbeat.

Sadhna Bharat, Runcorn

Our barrister intermediary team

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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