About
Strategic Estate Planning provides tailored estate planning through a network of experienced professionals. We focus on wills, trusts and lasting powers of attorney, working with partners on life insurance, probate, pensions and tax mitigation. Our team delivers personalised solutions, clear communication and long-term relationships.
Reviews
Mick Liu
6 months ago
Hired this company to do estate planning which included setting up a trust. I ended up have to hire another real professional (STEP certified) to undo what was done based on this company’s ill advice, otherwise I would have been subject to £65k+ tax immediately and certain ongoing taxation liability for assets that shouldn't have been placed in the trust in the first place. I regret I had not checked their background before hiring them.
Addresses
- The Stables, Elm View, Middler Street, Brent Knoll Get directions
Phone numbers
Email addresses
- mark@strategicestateplanning.co.uk
Links
Services
- Estate Planning
- Wills
- Probate
- Trust
- Inheritance Tax
- Lasting Power of Attorney
- Pre-paid Funeral Planning
