During a long career in Corporate and Private Banking, I was always conscious of how well large companies and wealthy individuals are able to protect their assets, calling on teams of skilled people to make sure they’re taking full advantage of the law’s protections.
Most of us have that emotional drive to leave something to our loved ones. So shouldn’t everyone take the same care to protect their assets for the benefit of those who will one day inherit them? We are after all part of the most privileged generation in history, owning personal wealth in property and investments beyond the wildest dreams of ordinary people just a couple of generations ago.
Successful estate planning is about protecting those you love from life’s financial uncertainties and predators
This idea grew on me more and more. I left banking to dedicate myself to helping individuals protect as much of their hard-earned wealth as possible in life ─ and then to successfully pass on as much of it as possible to those they feel most deserve it, taking every legal step to deny that privilege to any predators along the way.
A completely personal service
We’ll begin by listening to you and discussing what you want to achieve. We’ll give you the guidance you need to understand all the individual opportunities and threats that face you and those who will become your beneficiaries. You’ll then have the confidence to make properly informed decisions about your family’s financial future.
How it works
Once your decisions are made, we’ll quickly draft any documentation required and oversee the correct signature and witnessing process where possible.
We quote a flat fee for our services at the beginning of the process which will only become payable when all documentation is ready for signature. This means you won’t face the unexpected costs sometimes charged by providers working on an hourly rate. We also provide safe storage facilities for your documentation if required.
I look forward to meeting you,
Dynamic Estate Planning Ltd is an Affiliate of the Society of Will Writers and its Managing Director Andrew Pearson is an affiliate of the Society of Trust and Estate Practitioners. Andrew holds the STEP Advanced Certificate in Will Preparation for England and Wales (with Distinction).