About
Keep Trust Planning is a specialist firm focusing on wills, trusts and estate planning for individuals and families. Our team prepares bespoke wills and trust arrangements to protect assets and address inheritance tax. We offer lifetime trusts, secure Document Care storage with insured documents and no-fee will changes, backed by experienced accredited staff.
Reviews
Sandra Lewis
6 months ago
We recently used Keep Trust Planning and were extremely impressed with the level of service received. Andrew was professional, knowledgeable, and helpful throughout the entire process. He explained everything clearly and took the time to ensure we fully understood all aspects of the planning. His friendly and approachable manner made what could have been a complex and daunting experience feel straightforward and manageable. We would highly recommend Keep Trust Planning to anyone looking for expert guidance and a truly professional service. Thank you,
TRACEY NORRIS
5 months ago
My experience with keep trust planning was exceptional just fabulous, they listened they care and I thought they where just wonderful and put my mind at ease i would definitely recommend this company
Jonathan Williams
a year ago
The representative of Keep Trust Planning has been excellent throughout, guiding us through all the necessary steps required to set up a trust, and explaining clearly every step of the process. His manner was very friendly and relaxed, and all questions were answered to our satisfaction. We got the strong impression that Keep Trust was most definitely on our side! Highly recommended.
matonguitar
a year ago
Dealing with Keep Trust Planning has been easy and stress-free. The setting up of arrangements for the family has gone ahead most satisfactorily. Everything has been very clearly explained. The staff are available, friendly and efficient - a model of professionalism! All I can say is that so far I haven't a single complaint. Far from being stressful, it has been peace of mind!
Betty Oakes
a year ago
Thank you so much to keep Trust Planning for you expert advise and planning for our future. All advice was given in a clear, concise and understandable manner. (Layman terms!) All our questions were answered professionaly in a clear and pleasant manner. Our sincere and grateful thanks to Andrew Brackenbury, you made a difficult choice and decision easy. We have no hesitation in recommending your company to others.
Addresses
- Prama House, 267 Banbury Road, Oxford Get directions
Phone numbers
Email addresses
- info@keeptrustplanning.com
Links
Services
- Family
- Financial and Property Issues
- Estate Planning
- Wills
- Probate
- Trust
- Inheritance Tax
- Lasting Power of Attorney
