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ONCE Wills and Trusts Limited

4.9
★★★★★

(33)

About

ONCE Wills and Trusts Limited is a specialist firm protecting family wealth through bespoke wills, trusts and inheritance tax planning. Our STEP-accredited team provides clear, tailored advice on lifetime and personal injury trusts, lasting powers of attorney, digital estate solutions and asset protection to secure multi-generational succession.

Reviews

★★★★★
4.9 (33)
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Judy Mark

2 years ago

I would like to say the service I received from ONCE Wills was exceptional. True professional with a kind personal touch. Really like the App and the security used to protect ones documents. I would have no problem recommending Richard and his team. Thank you for putting my mind at ease. Judy

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Cavemandave

a year ago

In our experience the service received from Richard is second to none, especially here in Scotland. His knowledge has been extremely valuable to us with a deeper insight than we expected. The benefits of having individual insurance policies rather than a joint policy with a full breakdown of the reasoning is one small example. A truly tailored service. 10/10!

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Pauline Scanlon

2 years ago

I have been reassured and graciously directed through the trust and will making with Richard. His thoroughness, explanations and overall calm demeanor have been a God-send. I am fantastically pleased with the outcomes and would highly recommend you put your trust in ONCE to deliver a ONCE and for all high class service. Thank you Richard Thank you Once Thank you to the ONCE admin support team too.

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Niaomi Collett

2 years ago

Richard provided a very thorough and detailed approach to Estate Planning for my family and I. Richard researched additional areas that were outside the scope of our initial discussion to ensure I had the correct information and to help us make informed decisions. His explanations of a difficult and tricky area were clear and patient and his client follow ups were helpful, just to ensure we are staying on track of our family financial goals. The reports and action steps were particularly helpful and will be a reference point for us to review and take steps forward. I would be happy to recommend Richard for a comprehensive review of your financial situation and estate planning.

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Orlene Badu

2 years ago

Once Wills and Trusts provided a first class service for us. They were professional, informed and reassuring. All of our questions/ concerns were answered. I would highly recommend them as they have a wide knowledge and first class knowledge and experience. We now engage on a number of estate planning matters and will be a lifelong customer.

Addresses

Static Map

Phone numbers

Email addresses

  • pwadmin@oncewillsandtrusts.com

Links

Services

  • Estate Planning
  • Wills
  • Probate
  • Trust
  • Inheritance Tax
  • Lasting Power of Attorney
  • Pre-paid Funeral Planning

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