Keep Trust Planning is a specialized legal services firm focused on bespoke will and trust planning, dedicated to keeping clients’ assets secure for the long term. The firm stands out for its commitment to personalized, jargon-free service and its team of highly skilled professionals, many of whom hold the coveted TEP (Trust and Estate Practitioner) qualification.
The company emphasizes protecting assets from modern threats such as divorce, bankruptcy, remarriage, and future care costs, while also prioritizing inheritance tax planning. They offer a unique Document Care Service that includes secure storage and insurance for legal documents, with complimentary updates to wills. Their approach is ideal for individuals, couples, families, and homeowners seeking to safeguard their estates and provide for loved ones with clarity and peace of mind.
Services Offered
- Bespoke Will & Trust Planning
- Inheritance Tax Planning
- Lifetime Trust Planning
- Estate Planning
- Powers of Attorney
- Document Care Service (secure storage and insurance for legal documents)
- Free Online Workshops on Trusts
- Probate Cost Savings Planning
Keep Trust Planning operates in association with Countrywide Tax & Trust Corporation Ltd and adheres to the Society of Will Writers Code. They carry insurance of £2 million per case and serve clients across the UK, with accessibility through online meetings and live web-classes for convenience and flexibility.
