Solidus IEP Ltd is a leading estate planning and trust services company specializing in protecting inter-generational wealth transfers. With over 25 years of experience, they have developed a strong reputation for providing unrivalled wealth protection services that complement financial advice, working directly with estate planners to safeguard assets and keep wealth within family bloodlines.
The company focuses on creating tailored trust solutions designed to prevent wealth erosion across generations and minimize unnecessary tax payments. They support hundreds of estate planners nationwide with ongoing training, advice, and administrative resources, ensuring clients receive expert guidance on asset protection and tax efficiency. Their approach combines deep technical expertise with a commitment to long-term client relationships.
Services Offered
- Legal services
- Tax preparation service
- Estate planning
- Trust services
- Deed of Variation
- Solidus Trust Plan
- Multiple Bond Trust
- Protective Gifting Trust
- Assurance Trust
- Asset Preservation Trust
- Beneficiary Protection Plan
- Wealth protection solutions
- Inheritance tax planning
- Bloodline protection
- Protection from third-party claims (e.g., divorce, care fees)
- Pension and death in service benefit direction
- Ongoing advisor training and support
Solidus serves clients across the UK and supports estate planners with a dedicated licensee portal containing presentations, case studies, and templates. The company has created over 2,000 trusts annually and maintains a network of 620+ registered licensee advisers, emphasizing compliance with GDPR, DPA, and PECR regulations.
