Protect The Family Wealth

Estate, Tax and Financial Planning Advisory Services focused on long-term solutions to safeguard family wealth.

What Are The Risks You and Your Family Face if You Do Not Get Started with a Plan to Protect The Family Wealth?

If You died yesterday, are you confident your basic Will is enough to support your current family situation.

Who Will Look After Your Young Children if you die?

Who will look after your children with the same love, care, and attention that you offer them? Without designating the right guardian, your children may face not only the loss of your presence but also the heartache of being cared for by someone who doesn't understand their needs. It's crucial to plan ahead and ensure that your children will be in safe, loving hands should anything happen to you.

How Will Care Be Paid for if Required?

We do not support the deliberate deprivation of assets for the purpose of funding care. However, we do believe that if care is required, your loved ones should receive the best support available. Do you want to decide how your spouse is cared for, if necessary, or leave it in the hands of a third party who might not care as much? With forward planning, family wealth can be protected.

Divorce!

If your children marry and subsequently divorce, the hard-earned assets that you expected to pass on to your children and grandchildren may not reach them at all. Instead, your wealth and assets could be passed to another family due to a failure to plan and mitigate family risk.

Creditors or Bankruptcy

Under a simple will, your assets may not be as protected for the next generation as you might believe. If your children encounter financial troubles with creditors or, worse, face bankruptcy, their inherited estate could be at risk. It could even be lost altogether. Is this the outcome you would want for the legacy you've worked so hard to build?

Vulnerable Beneficiaries

If you have children or loved ones who are considered vulnerable or disabled, a basic will may not adequately address the complexities that can arise when providing for their care and support. Additionally, it may not take advantage of any tax relief benefits specifically reserved for vulnerable beneficiaries. This could mean that your loved ones do not receive the full extent of your legacy due to unnecessary tax deductions.

Sideways Disinheritance

Without proper planning, the inheritance you've worked so hard to build could end up in the wrong hands, effectively disinheriting those you hold dear. Even worse, once this happens, you won't be around to rectify the situation. The result? Your family's wealth protection crumbles, leaving your loved ones potentially vulnerable. Don't let this happen. Plan ahead and secure your family's future with our will writing services.

Maximum Financial Protection for Yourself and Loved Ones Is Important to You

Not having a strategic plan in place is causing anxiety and confusion due to a lack of clarity and direction. You want to protect the family wealth, but you're not sure where to start.

Financial ignorance can be costly. Not knowing the best solution to protect your family and loved ones can feel like a deliberate trap.

Protect The Family Wealth | ONCE Wills and Trusts

We Leave No Stone Unturned With Your Estate Planning

We believe that financial education is absolutely crucial for the promotion and perpetuation of family generational wealth. So we make it a priority to educate you every step of the way.

We have recently incorporated a military-grade digital vault service. This enhancement is designed to help our clients protect their digital assets, ensuring they can easily and securely pass these on to their loved ones, eliminating confusion and maximizing reliability.

With every Will we provide, clients will also gain access to a private, secure digital vault at no additional cost.

Rather than simply selling wills, trusts, pensions, investments, or company administration services, we focus on providing comprehensive solutions and planning. We view a Will or a Trust as tools; their true value lies in how they are used. Therefore, we work on a consultative basis with our clients, ensuring that our advice aligns perfectly with your individual goals.

While the internet is a blessing in navigating the often confusing legal world, it can also be challenging. Without clear direction, it's difficult to discern whether the information you find applies to your specific situation, often leading to frustration and confusion.

We aim to provide you with complete confidence in our ability to give you the best advice. Our principal Private Wealth Adviser, Richard Ansah TEP, is a Regulated Trust and Estates Practitioner with STEP. All Private Wealth Advisers are required to constantly grow and improve their knowledge so we as a team can give you confidence and peace of mind in our advice and service.

We believe that every family has the right to transfer wealth in a protected and directed way. Without the appropriate education, most families would have no idea how to obtain maximum protection of their wealth and shielding from financial threats not just in their lifetime but also their children's lifetime and beyond.

Are You A Business Owner?

We've Got You Covered!

Do You Have An Exit Strategy?

If you operate a partnership structure or have multiple shareholder/directors within your business, do you have a succession plan and Business Will?

Inheritance Tax Planning for Business Owners

There is very valuable tax relief available for businesses, are you set up to maximise this opportunity and protect the family wealth?

Residential Property Developers

So you own a property portfolio. What happens to it when you pass away? Have you got a game plan to Protect The Family Wealth?

Like You,

We Believe

Your assets should be structured to protect the family wealth and loved ones to enjoy for multiple generations.

Protect The Family Wealth

Our Clients Love Us…

“I never considered the importance of making a will until I realised that my children were at risk of being placed in social care if anything should happen to me.”

Delia

“Richard has a professional and pleasant working manner. He goes above and beyond and explains everything to the minutest detail.”

Sonia

“Knowing little about Inheritance Tax, we consulted [ONCE Wills & Trusts]. [They] Investigated our circumstances comprehensively and with great thoroughness and care.

D. Carrington

“We found [ONCE Wills & Trusts] to be very knowledgeable and competent in [their] field which is very reassuring”

Selvin & Jennifer

“In just over a week from the initial meeting, a Will containing trusts is now in place. It's a relief to know these things have happened. Thank you very much for what you have done. It's a Relief.”

C. Moore

“I was extremely happy with the service I received from [ONCE Wills and Trusts]; It's difficult to plan for your own death but you made the process much easier.”

Suneeta

Protect The Family Wealth | ONCE Wills and Trusts
Protect The Family Wealth | ONCE Wills and Trusts
Protect The Family Wealth | ONCE Wills and Trusts
Protect The Family Wealth | ONCE Wills and Trusts
Estate Planning Lawyer Stratford

Ready To Move Forward?

Here's The Next Steps…

1

Take The Quiz

By taking the quiz you will find out your wealth score and what type of planning is recommended for your situation.

2

Organise a Consultation

Based on your wealth score, you may be recommended to book a consultation with a Specialist Advisor.

3

Have a Full Plan of Action

Once you have your consultation, you will be provided with a bespoke plan of action ready to protect the family
wealth!

At ONCE Wills and Trusts Limited we know you are the kind of people who want to become financially savvy parents. 

To be that way, you need to protect the family assets from unforeseen wealth threats and pass down wealth generationally and strategically.

The problem is your desire for maximum financial protection for yourself and your loved ones. A lack of knowledge and the vast amount of information can make you feel confused and overwhelmed, resulting in a lack of clarity and no direction or strategy to move forward.

Financial ignorance is expensive, and the lack of education and exposure to this knowledge almost feels like a setup. 

We believe that family wealth should be protected and that loved ones should enjoy the benefits of generational wealth planning. It's not an opportunity reserved only for the uber-wealthy.

That’s why we have advisors who are qualified to the highest standard to help you make an informed choice over your financial affairs. They have also assisted with over £6M worth of assets being ringfenced to date, in order to protect and direct their wealth.

Here’s how it works – 

Step one: Take the Quiz and establish the lowest hanging fruit of attack of your assets i.e. Inheritance Tax. By establishing your current position, we can help you with the next move. 

Step 2: Based on your result, we will provide you with simple instructions of what to do next, which may involve speaking with a Private Wealth Advisor if your situation is complex and/or you have a large estate to consider.

Step 3: Once you have had your consultation you will receive your Strategic Family Wealth Preservation Plan. With this plan you will be certain of your next steps and be in a position to implement them steps quickly and efficiently.

So you can stop worrying about paying too much Inheritance Tax and start enjoying peace of mind and maximum protection from wealth threats.

The Right Type of Will Can Help To Protect The Family Wealth?