We offer a unique profiling service to professionals whereby we provide the questionnaire for estate planning, and then a comprehensive analysis of the information.
We then generate a range of options to ensure the best possible outcome, which the professional will evaluate. Questionnaires are totally private, and only the adviser knows who they belong to.
For further information, please contact john@myfamilylegacyplan.co.uk or on 07973472974
If you are a private individual, access to our services is available only via estate professionals, so please consult a STEPS Solicitor or Chartered Tax Adviser.