Trust & Estate Planning
Protecting wealth, the common sense approach you can trust
At Watermead Trust Planning Ltd, we are dedicated to meeting all your estate and trust planning needs. Whether you require face-to-face consultations, prefer to conduct business by post, or choose the convenience of the worldwide web, we are here to assist you every step of the way.
Need advice? Call us today
0116 220 2288Expert guidance for every stage of your planning
From personal wills to complex trust structures, we provide comprehensive estate planning solutions tailored to your unique circumstances.
A common sense approach you can trust
Trusts have deep roots in British history and continue to be relevant financial instruments for families today. Far from being exclusive to the wealthy, trusts serve a variety of purposes, from company pension schemes to charitable organisations.
At Watermead Trust Planning, we believe in demystifying trusts and making high-quality planning accessible to a broader audience. Our team brings extensive experience and professional qualifications, including the Chartered Institute of Insurance Trust Qualification (J02 Trusts).
Over 10 years of experience
Extensive expertise in trust and estate planning
Unbiased honest advice
Independent guidance tailored to your needs
Flexible consultations
Face-to-face, by post, or online—your choice
Helpful guides and videos
Explore our collection of educational resources to help you understand your options and make informed decisions.
Guides
Ready to protect your family's future?
Get in touch with our team to discuss your estate planning needs. We offer flexible consultations to suit your preferences.
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