Preference Trusts & Wills Limited is a specialist firm in trusts and wills, based in Sussex, offering a service built entirely on recommendation. They stand out by providing professional, insurance-backed estate planning advice with a focus on personal service, integrity, and client convenience.
The firm takes a client-centered approach, offering initial exploratory meetings at the client’s home or workplace without cost or obligation. They prioritize listening to client objectives, providing written recommendations, and ensuring all advice is clear and actionable. With expertise in estate and succession planning, they serve individuals, families, and business owners seeking to secure their assets and provide for their loved ones.
Services Offered
- Wills
- Will Trusts
- Probate and Estate Matters
- Deeds of Variation
- Enduring and/or Lasting Powers of Attorney
- Funeral Plans and Funeral Pre-payment
- Co-Habitation Agreements
- Prenuptial Agreements
- Estate and Succession Planning
- Business Shareholder and Partnership Agreements
- Business Property & Agricultural Property Relief Trusts
- Inheritance Tax Lifetime Trusts
- Asset Preservation Trusts
- Trust Administration
- Secure Document Storage
- Administrative Attorney Services
- Family Law Advice
- Financial Planning Guidance
Operating primarily in Sussex and surrounding areas, the firm is registered with HM Revenue and Customs as a Trust Service Provider and holds memberships with the Society of Will Writers. They emphasize confidentiality, personalized service, and maintaining long-term client relationships through ongoing support and updates.
