While I don’t know what the future will bring, I’m glad I’ve done what I can to plan for it

What we offer

We are passionate about Estate Planning and ensuring that everyone is informed about
protecting themselves and their families.

Wills & Estate Planning

Everyone needs to have an up to date Will to protect your family and ensure your assets stay with them.

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Trusts Experts

We advise anyone with any assets to consider a Trust that suits you and your families needs.

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Key Benefits For Trusts

Our experts are here to help you deal with estate planning. We will help you with probate, Inheritance Tax and much more.

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Welcome to protected life planning

Estate planning is the process of arranging for the management and disposal of your Estate.   Estate planning is not about arranging your affairs when you die but also making sure that you have everything in place if you were to lose your faculties while living.

The ultimate goal of an Estate Planner is to listen to your needs and may be as simple or complex as the needs dictate.  This is your Estate and we are here to listen and cater to your needs and wishes

More than half of UK adults (53%) don’t have a Will.  This includes nearly eight million people over 50 who have yet to make a will, according to a recent study by Saga.  More worryingly, 47% of people who do have a Will have not had a review to make sure everything is updated.  This should be every five years.

Our Consultants offer free reviews to make sure that everything is in order and that you are fully protected.

Testimonials

See what our clients say about protectedlifeplanning

The service I had received was outstanding. No question was ever a problem to answer. I would recommend Protected Life Planning to my friends and family.

Joe SmithROCHESTER

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SmithROCHESTER