About Us

Welcome to Watermead Trust Planning Ltd, where protecting your wealth is our common-sense approach you can trust. We take great pride in offering unbiased and honest advice, providing you with the knowledge and guidance you need to make confident decisions.

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.

Why choose us?

Watermead Trust Planning stands out for several reasons:

1. Extensive Knowledge and Expertise: With our substantial experience in trust planning, we possess a deep understanding of the subject matter.
2. Handling Complexity: We have successfully dealt with a wide range of complex and diverse family situations and estates, allowing us to tailor our services to your specific needs.
3. Professional Qualifications: Our team holds the Chartered Institute of Insurance Trust Qualification (J02 Trusts), ensuring a high level of expertise.
4. Comprehensive Services: We serve as your centralized point of contact for all your estate planning needs. From Personal Wills and Trusts to Lasting Powers of Attorney, Business Trusts, and Cross Option Agreements, we offer a holistic approach to estate planning.
5. Peace of Mind: Our professionally drafted documentation ensures that your affairs are handled with the utmost care and attention to detail, providing you with peace of mind.
6. Ongoing Support: We offer trustee/estate advice and guidance packages, ensuring that you receive continued support throughout your estate planning journey.
7. Professional Trustees: Should the need arise, we have professional trustees available to manage your trust and provide expert oversight.
8. Secure Document Storage: We understand the importance of safeguarding your important documents. With us, you can trust that all your documents will be stored safely and securely.
9. Confidentiality and Simplicity: We prioritize confidentiality and offer a professional and straightforward trust planning process, making it easy for you to navigate through the complexities.
10. Competitive Pricing: We provide complex Family Trust Structures at competitive prices, ensuring that you receive exceptional value for your investment.

Watermead Trust Planning is committed to making high-quality planning accessible to a broader audience. By consolidating our in-depth expertise in trust planning and utilizing the specialized services of legal paperwork aggregators in a central location, we can offer the establishment of personalized Family Trust Structures without the premium price.

With our services, you can rest assured that we provide bespoke estate planning and legacy protection for the future of your family and generations to come.

Choose Watermead Trust Planning for trusted and comprehensive estate planning solutions. Contact us today to explore how we can help you protect your wealth and secure your family’s future.