Company: BBT Group Ltd Location / Address: Calder Park, 3 Mariner Ct, Durkar, Wakefield WF4 3FL Postcode(s) Covered: Nationwide With a strong background in finance, I provide holistic planning support to individuals and families looking to organise their estate and protect their assets. My work combines technical expertise with a clear, structured approach –…
Company: BBT Group Ltd
Location / Address: Calder Park, 3 Mariner Ct, Durkar, Wakefield WF4 3FL
Postcode(s) Covered: Nationwide
With a strong background in finance, I provide holistic planning support to individuals and families looking to organise their estate and protect their assets. My work combines technical expertise with a clear, structured approach – helping clients make confident, well-informed decisions. I focus on making complex matters straightforward, whether it’s planning for inheritance, setting up trusts, or ensuring wishes are carried out effectively.
Many clients simply want peace of mind that everything is in place – not just from a technical standpoint, but in a way that genuinely reflects their values, intentions, and priorities. I take the time to understand what matters most and tailor advice around each client’s personal circumstances and long-term goals.
Trust Formation and Management
Establishing trusts to protect assets and manage their distribution effectively.
Inheritance Tax Planning
Developing strategies to minimise tax liabilities, preserving wealth for future generations.
Lasting Powers of Attorney (LPA)
Assisting clients in appointing trusted individuals to manage their affairs if they become unable to do so.
Probate Assistance
Guiding executors and families through the probate process, ensuring a smooth administration of estates.
Specialisations
Public Sector Pensions
Expertise in Local Government Pension Schemes (LGPS), Teachers’ Pensions, and NHS Pensions, including Additional Voluntary Contributions (AVCs).
Private Sector Professionals
Tailored financial and estate planning services for business owners, entrepreneurs, and high-net-worth individuals.
Professional Approach
I prioritise building long-term relationships founded on trust and clear communication. Estate planning can be complex and sensitive – my role is to simplify the process and ensure clients feel confident at every stage.
Memberships and Qualifications
Diploma in Financial Planning (DipPFS) – Chartered Insurance Institute (CII)
Member of The Society of Will Writers – Committed to the highest standards of professional advice and client care
Contact Information
For a confidential consultation to discuss your estate planning needs:
Email: [email protected]
Phone: 07424 194 036
Website: https://www.bbtgroup.co.uk/portfolio/waheed-ali/
