ONCE Wills and Trusts Limited is a specialized firm offering comprehensive estate, inheritance tax, and trust planning services with a focus on long-term solutions to safeguard and transfer family wealth across generations. The firm stands out for its consultative, solution-focused approach and its use of advanced tools like a military-grade digital vault to protect clients’ digital legacies.
The firm prioritizes financial education and clarity, ensuring clients understand their options and the risks of inadequate planning, such as inheritance tax liabilities, sideways disinheritance, or vulnerability to creditors. Their team, led by a regulated Trust and Estates Practitioner, provides tailored advice to individuals, families, business owners, and property investors, having assisted in ringfencing over £6M in assets to date. They emphasize peace of mind and strategic, generational wealth preservation rather than simply selling standard products.
Services Offered
- Estate Planning
- Inheritance Tax Planning
- Trust Planning
- Will Drafting
- Lasting Power of Attorney
- Child Guardianship Designation
- Funeral Wishes Planning
- Digital Estate Planning (including Digital Vault service)
- Asset Protection
- Wealth Planning
- Business Succession Planning
- Business Wills
- Business LPAs
- Life Insurance Integration for Wealth Protection
- Personal Injury Trusts
- Lifetime Trusts
- Advice for Vulnerable Beneficiaries
- Generational Wealth Planning
- Residential Property Portfolio Planning
- Lifetime Gifts and Tax Advice
The firm serves clients across the UK, with particular expertise in assisting business owners, unmarried couples, and individuals with high-value assets. Their educational resources, including masterclasses, podcasts, and online training, further support clients in making informed decisions to protect and grow family wealth securely.
