Wills

A will is a legal document that gives you the power to leave your property and possessions and money after you're..

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Business Planning

Business protection helps businesses plan for the unexpected. It is designed to protect companies from financial loss..

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Pensions

Put simply; a pension is a type of long-term savings plan, a pot of money you or your employer pay into as a way of..

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Trusts

A lot of people think trusts are only for the super-rich, but not so. A trust is a fantastic tool for anyone who wants to..

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Welcome to Trust and Succession Planners Ltd

What if the “what if” happens?

This question and its consequences were front of mind when establishing Trust & Succession Planners Limited.

That’s because not planning for the unexpected, or even the expected, and not having an estate plan in place, can have disastrous outcomes. We never want this to happen to you.

When we all start our working lives, we strive to be successful in creating a happy and financially secure future for ourselves and our families. However, nobody knows what is around the next corner. If the “what if” happens, will your family still have the future you planned for?

We recognise how easy it can be to go about our daily lives without thinking too much about the “what ifs?” Whether through procrastination, busy lifestyles, or not wanting to consider their own mortality, many people delay or ignore estate planning, assuming it’s unnecessary.

We think this is a big mistake.

Our vision when we started is the same one that guides us today. We strive to give our individual and business clients peace of mind by providing leading specialist advice to navigate challenges that life periodically puts in their path.  

The aims of our experienced and qualified Estate Planning Consultants are:

  • To provide the smartest solutions to meet those challenges
  • To help you identify your future priorities and needs
  • To devise and implement a plan that helps you achieve your objectives in the short, medium and longer term
  • To consider all eventualities for when “what if” happens

At Trust & Succession Planners Limited, we pride ourselves on our dynamic and bespoke advice strategies. We take steps to ensure our clients maximise all available options when considering efficiencies around income, capital gains and inheritance tax. Our overriding objective is to help you achieve your current and future goals.

  • Glenn,

    I have known Glenn Williams for at least 15 years and he has managed our investments and pensions very well in that time.  Last year we also decided to update our wills and trust documents and Glenn handled the whole thing very efficiently and provided excellent advice and support to ensure that we maximised all the options available.  Sadly, this year, my husband passed away after a short illness and Glenn has been invaluable in helping to navigate the complexities of the estate,  I would not hesitate in recommending him and his Company.

    Kind Regards,

    Michelle Smith

     

    Michelle S.

  • I have known Glenn for twenty five years and during that time we have discussed and made decisions based on all the life events that can happen to a person; the most recent being the making of my will.

    Glenn has demonstrated all the skills and qualities that anyone would wish to see in a financial advisor.

    Trust, integrity and understanding are all words that fit with Glenn’s approach to building a long term relationship with clients and which has enabled me to recommend him to other members of my family.

    Judith S.

  • Hi Glenn

    Glenn Williams has acted as Independent Financial Advisor to my wife and I for over 15 years.  In that time we have always received excellent service and support with the management of our financial affairs.  Glenn offers very structured and logical advice based on very broad based research of the market place depending on the financial product that is in question.   We always feel that our investments are in ‘good hands’ and that our best interests are of top priority .

    Rhod

     

    Rhodri W.

  • My wife and I have been delighted with the service which Glenn and his team have given us over many, many years. Not only have we received sound investment and pension advice. When it came to my retirement, Glenn provided a truly professional service. Without doubt our pensions would have been worth far less without his expert guidance. We have recommended Glenn and his Team both to friends and family. All report good results.

    I could go on, but don’t want to embarrass you! We cannot thank you enough.

    Robert and Carol

  • We recognise how easy it can be to go about our day to day living without thinking about “What If” until the “What If” happens.

    Trust and Succession Planners Ltd