Expertise

  • Wills
  • Estate planning
  • wealth preservation
  • lasting powers of attorney
  • will trusts
  • lifetime trusts
  • severance of tenancy
  • discretionary trusts
  • family trusts
  • family protection trusts
  • asset protection trusts

Summary

I am MD at Estate Planning Solutions and am passionate about our service delivery which is customer focussed and a consultative process as opposed to a sales process. Estate Planning are expert in all aspects of estate planning and their services include Wills, Lasting Power of Attorney, Will Trusts and lifetime trusts. We also offer clients an IHT planning service, probate and funeral plans.

Established in 2003, Estate Planning have helped thousands of clients to ensure that their wealth and assets are protected and secured for future generations. We are undergoing rapid growth and continually looking to recruit professionals working within the sector.

Through our associated Retirement Advice business, we have been organising staff retirement seminars (about 203 in 2015) across the UK - with both NHS Trusts, Police Federations and other employers choosing them as their preferred advisor.

Working with Professionals - Estate Planning Solutions presently work with Law firms, providing them with an established Estate Planning Service which is backed up by their experienced team. This ‘white label’ or joint venture model is currently being expanded to include Accountants, Estate Agents and IFA's

 


Experience

  • Estate Planning Solutions

    Managing Director
    - Current
    Estate Planning Solutions
  • Grant Thornton

    Corporate recovery Manager
    100+ Employees 1986 - 1996
  • Morris Cottingham

    Offshore Finance / Captive Insurance Manager
    6 - 20 Employees 1996 - 2001
  • Scott Lang Limited

    Finance Director
    21 - 100 Employees 2001 - 2004

Education History

  • o Levels and a Levels

    Wilmslow Grammar School & STEP
    2010 - 2015

    Wills and Estates

    Administration of Trusts

    Administration of Estates

    Taxation of Trust and Estates

     

     


Qualifications

Full Member of Society of Trust & Estate Practitioners

Fellow of Chartered Association of Certified Accountants

Fellow of Institute of Professional Will Writers 


Clubs and Associations

FIFA Qualified Junior Football Coach


Interests and Hobbies

Sport - Football and Cricket in particular 

Music -listening and just taken on Management of Band

Reading and watching TV (when have chance!) Murder mysteries! Comedies too:)


Email Paul

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