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Ben Jones
Ben Jones, UK Lawyer
Category: UK Law
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Experience:  Qualified Solicitor - Please start your question with 'For Ben Jones'
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I have a similar question about Universal Wealth

Customer Question

I have a similar question about Universal Wealth Preservation - Ipswich re the Keeping it in the Family' seminar
Is a Tenancy in Common will with a Deed of variation and a Wealth Preservation trust the solution to our issues - inheritance that brought us above the Inheritance tax limit?
Is this company bona fide?
Cost nearly £6000 and £288 annual charge
Thank you,
Submitted: 1 month ago.
Category: UK Law
Expert:  Clare replied 1 month ago.

Thank you for your question

My name is Clare

I shall do my best to help you but will need some further information first

What is the value of the assets and how old are your children?