Universal Wealth Preservation
Over the last twenty years, we have helped tens of thousands of people throughout the UK to protect their estates for their loved ones.
Today, Universal Wealth Preservation, Universal Seminars and Universal Trustees come together as part of the Universal Group to provide a complete Estate Planning and Wealth Preservation solution for families across the UK.
The staff and estate planning consultant team at Universal hold a wide range of relevant legal, accounting, taxation and trust qualifications.
Our team comprises STEP qualified staff, (www.step.org) company solicitors, chartered senior legal executives, legal administrators and qualified tax consultant. Bringing together a range of specialist tax and estate planning solutions not generally available on the High Street. We have decades of experience in helping clients of all ages.
As well as offering advice on Wills, Probate and Powers of Attorney, we also provide advanced estate and tax planning solutions to high net worth estates. We advise hundreds of client’s on a weekly basis and have set up and managed thousands of legal agreements over the course of many years.
From our head office in Ipswich, Suffolk we have consultants based across the country that can offer you a service locally.
We operate our ‘Keep it in the family’ seminar all over the country all year around to allow you to find out more about on how to protect your assets. We are quietly growing to become a market leader in this field. For a more comprehensive explanation please visit our other website Howtokeepitinthefamily.co.uk
To Make Sure You “Keep It In The Family...",
Act Now... Click The Green Button on the right hand side of this page to book onto one of our highly popular FREE Seminars or Call Us Today On 0800 542 8243.
We will evaluate your requirements and if we can help you protect your assets so you keep more of what you have earned for your family, we will arrange a NO OBLIGATION MEETING AT OUR EXPENSE with one of our Estate Planning Consultants local to you.
Our clients are our best advert, to give you peace of mind and reassurance here are some recent testimonials;
Efficient friendly well explained service. Mr & Mrs Agent April 2014
A concise easy to understand process for a complicated system that gives peace of mind. Mr & Mrs Burt, March 2014
From our first meeting with Universal, we were impressed with the knowledgeable, professional and pleasant manner in which we were dealt with and the clear explanation of the benefits of the Trust. The Trust offers so much peace of mind knowing that our assets are protected not only in life but after our deaths and we have no hesitation in recommending the W.P.T to others. “ P.L. Jones, September 2013
“Having very little knowledge of family trusts my wife and I found your consultants very helpful in answering any queries we had” B. Warren, October 2013