Level Two Package

Whether you require a simple Will or full estate planning advice we can provide a solution to meet your needs. Here are the details of our level two package.

The packages most suitable for you will depend upon your individual circumstances. Each package is extremely flexible enabling you to add optional extras at an agreed cost. 

Benefits of Level Two:

  • All the benefits of Level one
  • Plus lifetime asset protection

What is included?

  • Comprehensive Estate Planning Consultation
  • Legal advice in writing from our qualified Lawyers
  • Wealth Preservation Trust
  • Protection of main residence (up to NRB)
  • Land Registry documentation
  • HMRC documentation
  • Level one documentation
  • Supervised Attestation meeting
  • Secure document storage

Optional Extras:

  • Professional Trustee fees
  • LPA Registration fees
  • Additional Trusts (multiple trust planning)
  • Protection of additional assets in trust

Additional Costs:

  • Land Registry fees
  • Office of the Public Guardian fees (where LPAs are to be registered)

Note: The WPT is not designed to reduce your IHT liability but can significantly reduce the tax burden on future generations


How Universal Wealth Preservation can assist you

Our legal advisers will be happy to discuss with you which level of planning best meets your needs based on your circumstances. If you have any specific requirements not covered by any of our packages let us advise you on our range of comprehensive solutions and create a solution that is right for you.

Contact us to arrange a FREE no-obligation home consultation with one of our advisers.

Or for more information on the wealth protection solutions we provide why not book your place on one of our forthcoming Keep it in the Family seminars.