To further enhance the range of services we can offer you, we have partnered with Paul Dodsworth and his firm who specialise in wills, trusts and lasting powers of attorney, at his company Estate Planning Solutions.
Paul will be working with the team of advisors at Suttons to support you if you require any advice or guidance in relation to wills and estate planning.
Paul has 20 years’ experience of providing solutions for clients, focussing on maximising inheritance for loved ones. He is a full member of STEP (Society of Trust and Estate Practitioners), the gold standard for wills and estate planning and a qualified accountant. He is also a fellow of the IPW (Institute of Professional Willwriters) and sits on their management board.
Estate planning is all about making sure that the right people inherit at the right time, and in the right way. It involves mitigating risk of things like sideways disinheritance (where assets pass sideways to a new spouse or partner), local authority care fees and Inheritance Tax, where your beneficiaries can be partially or wholly disinherited. Estate planning uses your will and any trusts as financial planning tools, to protect your wealth and to protect your chosen beneficiaries.
So if you are looking to make a will for the first time, have a free review of your current will/planning or get advice on the various options available to you, then please do get in contact to discuss your needs.
If you would like more information about the services Paul can provide please contact your personal advisor at Suttons or contact us on 0161 969 1703 or email info@oursocialteam.uk.
