For over two decades Universal Wealth Preservation has specialised in providing Inheritance Tax Planning, Wills, Probate, LPAs and succession planning solutions for tens of thousands of individuals throughout the UK.
Our satisfied client testimonials and long term client relationships attest to both our standards of professional excellence and our very personal approach in assisting families plan for their future.
The nature of the work is such that we treat each client as an individual and tailor our services and advice to suit that client which includes our packaged services too. This gives you, the client, the reassurance of knowing that whatever your family’s financial situation, the solutions we offer will meet your own particular set of circumstances.
Because our team of experts has extensive experience in the whole area of personal wealth management we are able to advise you comprehensively, from drafting a simple Will to more advanced wealth estate protection planning.
We, Universal Wealth Preservation, are committed to understanding you and your family and your needs and requirements. As part of our ongoing commitment to you we have made it a prerequisite for our advisory staff to hold recognised industry standard qualifications. As well as being qualified solicitors, legal executives, accountants, and trust & estate specialists, many of our professionals are also members of STEP (Society of Estate & Trust Practitioners) which is the worldwide association for those advising families across generations.
Dealing with complex financial matters can be daunting. And you need to feel confident that the future of your family’s assets is assured by receiving sound advice and guidance in the management of your financial affairs. Let us offer you the benefit of our expertise.
Contact us today for more information or to arrange a free no-obligation home consultation with one of our advisors.