Estate Planning Resolutions Ltd reviews existing estate plans against current legal, tax and regulatory requirements, aligned with STEP guidelines. Where a plan falls short, we look to remediate it, so that each client's objectives can be met.
Wills, trusts, lasting powers of attorney and, from April 2027, pensions and other related structures.
Each can be assessed against the law and tax position as they stand today, and against the client's stated objectives.
Clear corrective work where gaps or errors are found.
We can draw on our network of regulated partners, such as chartered tax advisers, financial advisers or solicitors.
We look to shape a more nuanced solution with a greater likelihood of success.
Confidence that the estate plan can deliver what the client intends.