About Trust and Succession Planners Ltd

Trust and Succession Planners Ltd was created to provide specialist advice and information to individuals, businesses, existing and new clients who may find themselves facing some of the challenges we all experience on a day to day basis.

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.

Our estate planning consultants’ provides individuals and businesses with advice on practical and relevant solutions to help them to meet their current and future objectives.
We pride ourselves in wanting to make sure you have maximised all available options when considering income, capital gain and inheritance tax.

Trust & Succession Planners Ltd work in association with Countrywide Tax & Trust Corporation Limited which is an established legal company, of which four of the five Directors are full members of STEP (the Society or Trust and Estate Practitioners).

Please take a look at CountryWide Group to learn more.

  • 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

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