ABOUT US

SIMPLE - EFFECTIVE - AFFORDABLE

Future-Proof Estate Planning Limited are committed to providing expert estate planning advice that is simple, effective and affordable.

We are based in Cheltenham, Gloucestershire, and are able to provide estate planning services to people resident in England and Wales. We are happy to discuss requirements over the phone or via video-call and where appropriate face-to-face meetings can be arranged.  

We believe in holistic financial planning and work closely with accountants and financial advisers to ensure clients can;

• Understand their current financial and tax position, identifying all the key concerns and objectives
• Receive a comprehensive report that clearly documents the issues and suggests possible solutions that are transparent and affordable
• Agree a plan of action that tackles the issues as effectively as possible, taking into account the clients individual circumstances
• Benefit from an intergenerational approach to estate planning that works for the entire family.