Our Services Packages

Whether you require a simple Will or full estate planning advice we can provide a solution to meet your needs. We have the expertise to tailor any of our services to meet your specific requirements.

Universal Wealth Preservation offer a number of packages in addition to bespoke services. We have created these with you, the client, in mind after assessing the solutions we are most regularly asked to provide. 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. 

Level one - What we consider to be essential planning for everyone

Level two - Includes our Wealth Preservation Trust

Level three - Essential planning for larger estates

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.