howtokeepitinthefamily.co.uk
Universal Wealth Preservation :: News
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How to Keep it in the Family. We are looking to recruit 2 experienced Estate Planning Consultants to join our existing estate planning team. Download the full Job description. We are celebrating our Managing Director, has achieved a first class BSc (hons) in Management With Trusts and Estates. He is one of only 5 people world wide to achieve a first in this internationally recognised academic qualification. This demonstrates excellence in this subject area. Well done! Newsletter : Autumn 2013. 1 in 3 peo...
howtokeepitinthefamily.co.uk
How To Keep Assets In The Family So Those You Intend To Benefit Actually Do So
http://howtokeepitinthefamily.co.uk/tell-me-more.aspx
How to Keep it in the Family. Contact Us : How to Keep it in the Family. So that we can contact you to discuss your enquiry please complete the form below and we will respond to your request at the earliest available opportunity. Alternatively you can call us during office hours of 9:00am-5:30pm Monday-Friday. Monday-Friday on 0800 542 8243 or 01473 80 80 80. 1 Please enter your postcode and click 'Find my Address'. 2 Then click on your address from the list. House name or Number. Please note we never.
howtokeepitinthefamily.co.uk
How To Keep Assets In The Family So Those You Intend To Benefit Actually Do So
http://howtokeepitinthefamily.co.uk/request-a-brochure.aspx?r=c
How to Keep it in the Family. Contact Us : How to Keep it in the Family. So that we can contact you to discuss your enquiry please complete the form below and we will respond to your request at the earliest available opportunity. Alternatively you can call us during office hours of 9:00am-5:30pm Monday-Friday. Monday-Friday on 0800 542 8243 or 01473 80 80 80. 1 Please enter your postcode and click 'Find my Address'. 2 Then click on your address from the list. House name or Number. Please note we never.
howtokeepitinthefamily.co.uk
Frequently asked questions about how you can keep your assets in the family
http://howtokeepitinthefamily.co.uk/Faq.aspx
How to Keep it in the Family. Who Are Universal Wealth Preservation And What Qualifications Do We Hold? What Trust Services And Trust Advice Does Universal Wealth Preservation Provide? What Is A Wealth Preservation Trust? How Does The WPT Work In Practice. As we have seen above, upon death, the WPT becomes a ‘discretionary trust’ and so the trustees have the flexibility and discretion to make advancements to beneficiaries where there are no concerns of any beneficiary suffering a potential divorce, bankr...
howtokeepitinthefamily.co.uk
Customer Testimonials - How You Could Keep Your Assets In The Family
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How to Keep it in the Family. What our clients say about us. Patient, clear, fast turn around and efficient service. Thank you so much for your help in such an important matter . C Oag, October 2013. We now feel confident that our estate, will be dealt with efficiently and according to our wishes on our demise. A very friendly and informative seminar followed up by your representative and office staff. It would be difficult to say how you can improve your service . Mr G Woolley,. Nottingham, Oct 2012.
universalseminars.co.uk
Universal Seminars
http://universalseminars.co.uk/seminars.htm
We are currently running the seminar ' Keep it in the Family. You can read more about the seminar by clicking on the link above. Listed below are our upcoming seminars - you can book your place by following the on-screen instructions. Lichfield Wednesday 31st August 2016 10am. Swinfen Hall Hotel, Lichfield, WS14 9RE. Lichfield Wednesday 31st August 2016 2pm. Swinfen Hall Hotel, Lichfield, WS14 9RE. Lichfield Wednesday 31st August 2016 7pm. Swinfen Hall Hotel, Lichfield, WS14 9RE. Torquay Wednesday 14th S...
universalseminars.co.uk
Universal Seminars
http://universalseminars.co.uk/index.htm
Welcome to Universal Seminars. Our 2016 Seminar Programme has been designed to show you how to preserve the wealth of your family. Whatever your circumstances, it is important that you hold your assets your home and your savings in the most secure way so that only you and those close to you can benefit. All too often families lose out because of failure to plan effectively or because people leave it too late. Book your place on one of our FREE seminars. A very professional and competent person with very ...
howtokeepitinthefamily.co.uk
Refer a Friend or Family Member
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How to Keep it in the Family. Refer a Friend or Family Member. We do very little advertising and always appreciate recommendations from satisfied clients because it helps us keep our marketing costs down and therefore our prices, which is good for all our clients - past, present and future. Please fill in the form below to receive your 10% reward. We pay a 10% Referral Fee based on the total net of VAT fee paid to us for our services, upon satisfactory completion of the work involved. 34 White House Road,.