STRATEGIC PARTNER

ELEVATION ESTATE PLANNING LTD

Providing bespoke estate planning and legacy protection for your families future and generations to come

At Elevation, we refer our Estate Planning work to Elevation Estate Planning Ltd. Elevation Estate Planning Ltd are owned by Elevation Financial Group Ltd.

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Estate planning involves making a plan in advance so that your assets go to the right person(s) at the right time. With as little paid in taxes, legal fees and court costs.

Elevation can explain some of the things you may want to consider and provide practical and affordable solutions in this area. Ensuring that you have an up to date Will and Lasting Power of Attorney are simple examples. Trusts are another example.

THE ESTATE PLANNING SERVICE

Elevation Estate Planning Ltd have substantial knowledge and experience in Trust Planning, combined with:

  • Significant experience dealing with complex and diverse family situations and estates
  • A co-ordinated point of contact for all your estate planning needs, from Personal Wills, Trusts and Lasting Powers of Attorney to Business Trusts and Cross Option Agreements
  • Peace of mind through the use of professionally drafted documentation
  • Ongoing trustee/estate advice & guidance packages
  • Offer a confidential, professional and simple trust planning process
  • Complex Family Trust Structures at competitive prices

The Financial Conduct Authority does not regulate Taxation or Trust advice.

ELEVATION ESTATE PLANNING

Protecting your money for your family…

The Financial Conduct Authority does not regulate Taxation or Trust advice.

Elevation Estate Planning Ltd. Registered in England & Wales No. 10261639. Registered Address: Unit 1, Marlin Office Village, 1250 Chester Road, Birmingham, B35 7AZ. Telephone 0121 411 0488.

All calls to and from our landlines are recorded to meet regulatory requirements.