Why use our services ?

Our highly specialised multidisciplinary team of professionally qualified staff comprises an expert tax barrister, solicitors (Non-Practising), STEP members and qualified trust experts, chartered tax advisors, a chartered financial planner, accountants, and legal executives. Our professional team is supported by our team of trained legal administrators.

Because we have created a strong team of individuals with skills that complement one another, we have the breadth of expertise to advise on legal, trust and tax matters, alongside a broad understanding of the issues involved, including how to guard against pitfalls, now and in the future. This is a fundamental part of what differentiates Universal Wealth Preservation from other providers. 

The Universal Difference

  • We understand the need for expert advice in guiding you through the myriad of complex and ever changing legal, tax and wealth management rules and regulations. We are uniquely placed to offer you a range of practical and cost-effective specialist tax and estate planning solutions generally unavailable on the High Street. Drawing on our wide range of expertise throughout our organisation means we have the ability to provide an integrated service and find practical solutions to meet your needs.
  • We appreciate the importance of managing and preserving your wealth through forward planning and by creating flexible solutions to suit your individual circumstances. We are able to do this by making use of lifetime planning opportunities and tailor-made trusts to suit your particular requirements. This gives you peace of mind, safe in the knowledge that your assets are protected for future generations in the most financially prudent and effective way.
  • No two clients are alike and having the ability to recognise and respond to those differences is one of our key strengths. We offer a personal service and take the time to understand your needs and priorities knowing that the best results come from good client relationships built on professional trust. We strive to provide the highest standards of client care and this is reflected in the number of testimonials we receive from satisfied clients.

The Universal Promise

  • To provide highly effective and value for money estate planning solutions for our clients. We never compromise quality of service for price.
  • To provide complete satisfaction with the service we offer. This is reflected in the number of referrals we receive from satisfied clients who have recommended us because we value each client who instructs us. 
  • And you have the reassurance of knowing that the legal advice we provide is fully backed by our comprehensive professional indemnity insurance.

We look forward to assisting you and welcoming you as one of our clients.

How Universal Wealth Preservation can assist you

For details of our full range of services and estate planning solutions click here.

If you would like to review your estate planning arrangements or enquire about any of our wealth protection solutions our team of experts are here to assist you. Contact us to arrange a FREE no-obligation home consultation with one of our advisers. We would be happy to discuss your requirements.

Alternatively, book your place on one of our forthcoming Keep it in the Family seminars.