Who are Align Wills and Trusts?

  
 

or email info@alignwt.co.uk

 

 

I chose the name Align Wills and Trusts Ltd carefully. All your estate and financial plans should be aligned to give you the best results.

 

My name is Paul Barnard and I am the principal of the company. I am also an Independent Financial Adviser and have been involved in Financial Services since 1983. I run Asset Investment Management Ltd in Norwich.

 

I hold the Advanced Financial Planning papers from the Chartered Insurance Institute (CII) in Taxation and Trusts, together with specialist qualifications from the CII relating to Equity Release and Long Term Care Fee Planning. I have been involved in devising and implementing Inheritance Tax mitigation strategies with individuals and trusts for many years.

 

I was tired of trying to organise solicitors to cross refer when a financial planning solution was needed in conjunction with a Will or Trust, so I set up Align Wills and Trusts in Norwich to not only provide the Wills and Trusts service directly to the public, but also with a "holistic" view of a client's needs.

 

This means that at last your Wills, Financial Planning, Protection and or Investment strategies can truly be aligned to give the result you want in life and after your death with a seamless process, removing much fear and anxiety for those left behind.

 

Most recently, I joined the Society of Later Life Advisers as a fully accredited member.

                                                                          

 

I will visit you at home to discuss all aspects involved in writing your Will.
 

Whilst daytime meetings are always preferable, this is not always possible for working families, so I am happy to visit you in the evening if required.
 

With many years client facing experience, I am conscious that many people are put off by what they perceive to be "stuffy" or "aloof" solicitor practices. I am neither of those things.
 

With a background in Financial Services, I can explore all the options open to clients with regard to Inheritance Tax and Long Term Care advice.

 

I can arrange for your documents to be stored securely by a third party storage facility.

 

 
 
 

 

 

 

Align Wills and Trusts Ltd.
enquiries@alignwillsandtrusts.co.uk
Telephone 01603 869988
Align House, 11 Hazel Close, Taverham
Norwich, Norfolk, NR8 6YE
 

Membership number BA54040108/11