UrbanSpencer | Estate Planning

Let us help protect your Wealth

There are a number of ways in which your home, savings and business are vulnerable to attack. We’re here to safeguard these hard earned assets for you and your family, using simple but effective strategies.

Services to support.

In addition to Mortgage and Protection solutions, UrbanSpencer have access to Estate Planning Services.

Will Writing, Powers of Attorney, Trusts and Business Succession Planning

This is a small selection of the additional financial services we can provide. We work closely with Independent Financial Advisors who can advise on Wealth Management, Pensions, Investments and Estate Planning.

Wills

Everyone needs to make a Will. In particular, anyone with dependant relatives must do so.

Will Writing +

Powers of Attorney

There may come a time in your life when you are unable to manage your financial affairs or personal welfare, owing to some form of incapacity.

Powers of Attorney +

Trusts

Without the correct “Bloodline Planning” some, or all of your children’s or grandchildren’s (bloodline’s) inheritance could be lost.

Trusts +

Business Succession

What if the worst should happen and either you, or a business partner were to die?

Business Succession +

Looking after you, your family, and the generations to follow.

Irrespective of your age or the value of your estate, making a Will and putting your affairs in order is one of the most important tasks that you are likely to undertake.

Our estate planning solutions are tailor-made to suit every set of personal circumstances and every pocket.

Check out our selection of informative videos below.

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