Why We Are Different

Here at Strategic Asset Protection, we don't just write your will,  we take the time to get to know you and what you would like your Will to achieve after you have gone.  Not all wills are written the same. 

Your will is the most important document you will ever write and the fact you are reading this tells us you are looking for something different to a cheap DIY will that is written by automated software.  These systems aren't interested in you, your legacy or how your assets are distributed to your beneficiaries or even if the distribution is the most tax-efficient or protects the assets for your loved ones.

Here at Strategic Asset Protection, we get to know you and the make-up of your estate and your wishes for your estate after you have gone.  This is done to ensure we offer you the best advice to make sure your assets are fully protected for future generations.

A basic will distribute your assets directly to your chosen beneficiaries with no protection over those assets, or any thought as to their current situation.  In other words, if you left a legacy gift to one of your children, who then later went on to get divorced because you gave the legacy outright to your child it would site within their estate and when they go through the divorce process 50% of those assets could be lost to the ex-spouse including what you wanted your child to benefit from.  Would you want that??

Subsequently, if you left a legacy to a child who already had a large estate you have just created a greater inheritance tax issue for that child when they die meaning potentially 40% of what you left them could be paid away in inheritance tax.  Not what you intended for your hard work!!

The solution to these problems is to think about protecting your assets by having them pass into trusts when you die.  After we have taken some information from you regarding your estate and assets held, We will provide you with an estate planning report outlining our recommendation to you on how best to protect your assets for your loved ones, by ensuring they are not lost to Divorce, marriage after death, creditor claims, care fees or even generational inheritance tax.  We charge £150+ VAT for this report but this is deducted from the total cost of any planning we put in place for you if you decide to proceed.  Please see our estate planning fees page for individual prices.

Please fill in the contact form to find out more about how we can help.

 

Check Out Our Reviews

Its always nice to be complimented for the work we do.  Please check out some of our reviews to get a real opinion of what our clients think of our service.

Mike is an excellent choice for estate planning and has helped me with my set up. He explains things in an easy to understand way and is very personable too. I’d definitely recommend his services.

David Clyde -

Mike is very friendly, easy to talk to and professional. As an Independent Financial Adviser, I am happy to refer my clients to Mike for Will writing and estate planning services, as Mike is very knowledgeable in this area.

Charlotte Owens - Grosvenor Consultancy Ltd

I would highly recommend Mike for all your estate planning needs. Mike made what felt initially like a very daunting, complex task very straightforward and easy. Mike was able to explain everything to us in very simple terms and he really took the time to understand both our financial and personal circumstances before making his recommendations to us. I will being recommending him with confidence to my friends and family.

Kate Llewellyn -

Mike has been absolutely amazing! He has made the whole process so simple - we most certainly would have been lost without him. Mike is very knowledgeable, patient, and efficient. Highly recommend his services. Thank you, Mike

Millika Stewart -

I used these guys some time ago to sort out my will. They did an excellent job and kept me informed the whole way through it all. Very easy to use and a good peace of mind.

Michael Hill -

Excellent professional service. Mike carefully analysed our needs and tailored a great product to secure our financial future and legacy - highly recommend

 

Linda Attram - Founder of Mothers in Business

Strategic Wills very professionally helped me get my estate in order. They provided expert advice and guidance during every step of the process.

Mark Leadbeater -

I would like to say that when I tackled the area of asset protection and wills, I was not sure what to expect as it’s not an area we are all comfortable with, no need to worry as Mike took care of everything, I found Mike to be attentive, caring, informative, professional and likeable with great knowledgeable and more importantly, always on hand to return emails or calls if you need him, first class service Mike well done Sir.

Tony Plum -

Get in touch

Contact us today to arrange an initial call to answer any questions you may have and to see how we can help you.

I'm happy for Strategic Asset Protection to let me know about news and offers that may be of interest to me in the future. Don't worry though, we promise we will never pass your details to 3rd parties.

© 2021 Strategic Asset Protection Ltd | All rights reserved. Strategic Asset Protection Ltd is Registered in England & Wales. Registered No: 9936368. VAT No: 373963557,Registered address: Unit 8 Manor Stables, Great Somerford, Chippenham Wiltshire SN15 5EH.
Unit 8
Manor Stables
Great Somerford
Wiltshire
SN15 5EH
United Kingdom

t: (+44) 01285 885448
w: strategicwills.co.uk
e: hello@sap-legal.co.uk