Planning Your Estate
Speak to an experienced estate planner with knowledge of all the ins and outs of planning your estate, including all 251 rules, allowances and exemptions on inheritance tax.
“My name is Ade, and I’ve been helping people write their wills and set up the legal structures needed to ensure their estate planning aspirations are fulfilled for over 30 years.
If your estate is worth £500K to £5million I can help you ensure your money stays in your family and further, I’ll safeguard it against inheritance tax, not just when you die, but for future generations too.”
Arrange a free 1-hour, no-obligation call with me to discuss your options.
Helped Me Understand the Implications of my Decisions
A painless experience on what can be a difficult subject. I liked the clarity of thought which helped me understand clearly the implications in law of certain decisions. Moreover, though, Ade took the time to understand my values and overall wishes for my children when I die, which then informed the business end of the meeting. This is a quality I found lacking in other companies. Melinda Fargo
What you Can Expect
Advice for Your Situation
Your family and your financial situation are like no other, therefore your estate planning should be unique.
With me, there are no templates and no cutting and pasting.
I start your estate planning with a blank sheet of paper and listen closely to what you want to achieve.
In your free consultation, we discuss your aspirations for your estate and I outline how you could apply the exemption rules, allowances and principles to meet your aspirations for your family’s future financial wellbeing.
A Clear Understanding of Your Options
At your consultation, which is free and without obligation, we’ll you’ll be equiped with the knowledge of the tools you can use to keep your assets safe from HMRC, so that you understand how you can:
- Use trusts – including life interests trusts, interest-in-possession and discretionary trusts – to keep your money and other assets in the family
- Transfer or give assets before your death to avoid tax (and know the benefits and potential pitfalls of doing this)
- Finalise a will that leaves no room for disputes or uncertainties.
A Plan with Honest Pricing
I respect your intelligence, and once we have together assessed your needs, I will give you a fixed price that covers all the work required to put your plan into action.
A 365-day Money-Back-Guarantee
You get a 365-day money-back guarantee.
If you’re not satisfied with your will and the tools put in place to protect your estate, I’ll return your money in full.
You’ve a whole year to ask for your money back.
No questions asked.
Unlimited Free Changes to Your Will
Yes, that’s standard at Maximum Inheritance Specialists, because situations and relationships change.
It’s a fact of life.
So, we’ll make changes to any wills we write as part of your estate planning free of charge.
Want to get started with your planning to your money goes to the people you love? Arrange a free 1-hour, no-obligation call with me to discuss your options.
Knowledgeable & Efficient
Maximum inheritance specialists made writing my will a very quick and easy experience. Ade is extremely and efficient. I highly recommend this service
Time & Care to Explain all Options
Ade was professional, knowledgeable and thorough with time and care taken to explain all options available, specific to our circumstances. I would recommend his services to all those that need advice in this area. Apologies for the late review. Thanks
Patient, Knowledgeable & Professional
As I have been going through s very stressful time with a parents lost will and didn’t have a clue what I could do, I rang several will specialists to no avail. Then bingo I rang Maximum Inheritance and spoke to Ade, a very patient and extremely knowledgeable professional man. .Ade had several very good suggestions and told me things that I was unaware of by the time I put the telephone down the stress I have felt for the past eight months had disappeared. thank you so much and I will be in touch to make my own will.
Enormous Help During a Sad Time…
Ade at Maximum Inheritance has been an enormous help during an incredibly sad time for my mother. He has been professional in his dealings with us & considered my mother’s delicate state at the loss of her sister. He is completely trustworthy, keeping us appropriately informed of progress at the various stages. I highly recommend him.
A painless experience on what can be a difficult subject. I liked the clarity of thought which helped me understand clearly the implications in law of certain decisions. Moreover, though, Ade took the time to understand my values and overall wishes for my children when I die, which then informed the business end of the meeting. This is a quality I found lacking in other companies where I felt it was more of a conveyor belt experience. If you are putting off “putting your affairs in order,” you will wonder why you did after dealing with Maximum Inheritance Specialists. Thank you, again, Ade.