Advisor Support Cross-Border Worldwide

Advisor Support

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Membership for immediate and ongoing Estate Planning support

Opt-in legal guidance for your peace of mind. Have questions about your estate plan? Or maybe you're unsure about your current IHT liability? We've designed our products to include estate planning assistance that you can add as part of your package.

With every membership, you'll enjoy the following benefits:

24/7 Access: Gain round-the-clock access to our services for any covered scenarios, ensuring assistance whenever you need it.
Family Included: Your membership extends to your entire family, providing peace of mind for your loved ones in times of need.
Easy-to-Use Chat App: Utilise our user-friendly chat app to conveniently ask us any questions. Our responsive support team is available to assist you at any time, ensuring prompt and helpful responses to your inquiries.
Efficient Scheduling Tool: Use our intuitive scheduling app to book appointments and manage your membership with ease. With user-friendly features and a seamless interface, you can schedule appointments quickly and efficiently, streamlining the process for you and your family.

Expert-Guided Estate Planning, Made Simple

Select your product, add to cart, and let our expert team guide you every step of the way

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Key benefits of Estate Planning

Protect Beneficiaries

Provide financial security for loved ones

Reduce Taxes

Minimise inheritance and capital gains taxes

Prepare for Incapacity

Ensure decisions are made by trusted people

Avoid Probate

Streamline the transfer of assets to heirs

Control Asset Distribution

Decide who inherits what and when

Protect Your Assets

Safeguard wealth for future generations

Plan for Care Costs

Protect assets from care home fees

Preserve Family Wealth

Prevent wealth from being eroded over time

Gain Peace of Mind

Reduce family disputes and secure your wishes

Estate planning ensures your assets are protected, your wishes are honoured, and your loved ones are cared for.

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