Company: Later Life Legal Services Limited
Location / Address: PO Box 2790, Bolton, Lancashire. BL6 9LS
Location(s) Covered: England, Wales and Scotland
I advise on Estate Planning to protect your assets, business, wealth and family from risks such as divorce, remarriage, bankruptcy, loss of capacity, long term care and inter-generational IHT.
My advice is independent, without restriction, bias, or conflict of interest. I draw on over thirty years of experience supported by a network of colleagues and specialists delivering a highly personalised service throughout the United Kingdom.
An initial consultation is confidential and without charge or obligation, which can be by telephone, video conferencing, Zoom or MS Teams, or in person.
Once I understand your circumstances and objectives, I can ascertain how I might help, the schedule of work involved and the associated costs.
I have successfully advised many clients in your situation. These include individuals, attorneys, court-appointed deputies, trustees and charities.
In addition to being a Member of the Society of Will Writers (MSWW), I am a Chartered Fellow of the London Foundation for Banking & Finance (FLFBF) and a Chartered Member of The Chartered Institute for Securities and Investment (MCSI).
In April 2008, I was amongst the first recipients of the Later Life Adviser Accreditation, following which I became a full member of the Society of Later Life Advisers (SOLLA).
I am a Court of Protection Practitioners Association (CoPPA) member and an Associate Member of the Society of Trust & Estate Practitioners (STEP).
I have a wealth of experience and expertise to draw on when advising clients, and I look forward to hearing from you.