Best Accreditations
Specialisms
Inheritance Tax Planning
Lasting Powers of Attorney
Lifetime Gifting
Trusts
Trusts of Land
Wills
Location
Amtri House, Hulley Road, Macclesfield, Cheshire, SK10 2NE
Member Profile
Estate Planning PRO provides bespoke training to professionals such as Financial Advisors, Mortgage Advisors and Accountants that deal with their own client’s financial circumstances. We enable these professionals to offer advice to their clients in relation to Wills, Trusts, Power of Attorney, IHT Planning and Estate Administration and Probate.
Providing their initial training, ongoing technical support and full back-office drafting services, we give professionals another “string to their bow” so as their trusted advisor, they can directly assist their clients with the Estate Planning creating a better, more seamless journey all around.
