During these changing times, many clients are keen to get their affairs in order. Our consultations can now take place remotely, either by phone or by Zoom video call or similar (if you have that facility)
Thousands of people put off writing a Will each year as they find it a confusing and daunting process which brings their own mortality into focus and makes them realise that they won’t always be here. In today's affluent world, many people do not know the true value of their estates (homes, savings, life policies, pensions and other assets), which can result in them inadvertently leaving their loved ones with an Inheritance Tax problem following death.
At TLB Planning Ltd, our experienced, warm, friendly and qualified Estate Planning Consultants can guide you through the challenge of writing your Will, by simplifying the whole process and tailoring it specifically to suit you.
We will chat through your options in the comfort of your own home, helping you with the process of drawing up a robust Will and assisting you with inheritance tax planning alternatives to ease the burden on loved ones after your death.
We believe passionately in setting standards in what is currently an unregulated environment. With this in mind, we work in association with The Will Company, a long-established Will Drafting service with 25 years of experience, whose highly trained staff are all Society of Trust and Estate Practitioners (STEP) qualified Will Drafters and are fully conversant with current legislation. Our Trust and Probate providers are some of the leading specialists in their field, offering both Professional Trustee and Executor services where required.
TLB Planning believes in helping you “Through Life and Beyond”. We will guide you through the minefield of Executor duties, Probate services, Guardianship matters and the legal obligations that will fall upon your family once you have passed away. We also offer many other bespoke Later Life planning solutions such as Funeral Plans, Lasting Powers of Attorney, Trust work and protecting your property against nursing home fees. If you need Life Assurance, Keyman Insurance or just basic Buildings and Contents Insurance, we've got that covered too!
Under normal circumstances, our experts can meet you in person if you're in the north of England - Newcastle, Sunderland and Durham; south – Kent or Devon; or in Wales... just get in touch on 07748002662 or email us at vanessa@tlbplanning.org.