Keep Trust Planning

3 Members • Foundation Corporate Member

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Best Accreditations

Specialisms

Business Planning

Inheritance Tax Planning

Lasting Powers of Attorney

Trusts

Trusts of Land

Wills

Location

Prama House, 267 Banbury Road, Oxford, Oxfordshire, OX2 7HT

Member Profile

At Keep Trust Planning our mission is to bring Trusts to ordinary families in the UK.

We are experts at using Trust Planning either within or outside of the Will to protect our clients from losing their hard-earned assets to a number of modern threats.

We want to help you Keep those important promises to your family and guarantee them a fantastic inheritance.

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What Our Customers Say

Sam at Keep Trust Planning organised legal power of attorneys for me & my husband earlier this year, he did a fantastic job. Communication and level of service was fantastic. I would not hesitate to use KTP again and would highly recommend them. Hayley West

Andrew Brackenbury of Keep Trust Planning made the whole process of making new wills extremely easy. All the instructions I was given were easy to follow. All my questions were answered very quickly, putting my mind at ease. Mary Russell

A positive experience from the start which lasted throughout the whole process. All steps and associated documentation were thoroughly explained and my wife and I were given the opportunity to discuss each and every aspect of not just the forms and the process, but also 'why' each step was necessary and the future impact, in a much detail as necessary. We gained some valuable information that will help us going forward and got our wishes and financial affairs organised to effectively and efficiently help both us and our family moving forward. It's been a pleasure! Shaun Gore

George was friendly and helpful from day one. We were in communication with him via Zoom & emails and my (frequent) queries were answered efficiently and with good grace. Thanks must also go to Michelle and the admin team for their help in keeping me focused on the big picture. We would definitely recommend Keep Trust Planning for a comprehensive Will and Trust planning service. John Marsden

Our experience with you was great, home visits were extremely informative and reassuring. All correspondence either by phone or e-mail dealt with in a friendly and personal manner. We would like to thank Sam and Michelle for their patience an professionalism. Lynn Stringer