Tipi Wills & Planning has developed a unique, single solution service for Care and Estate Planning with  Fixed Price Bundles with a handpicked team of experts who have a similar passion for excellent client care and service.  The combination of good care planning and good estate planning combined with expert financial guidance, can save on inheritance tax and income tax.  A complete connected solution from one source.  

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The main barriers to your planning are COST, TIME & CONFLICT.   We believe there is a large hole in the planning service where complete planning is not connected and barriers to essential planning are not well understood.  Your documents are the RESULT of good planning that can only come from good consultation.  Many factors must be considered for both short term, emergency and long term considerations.  

 

PLANNING CAN HELP YOU COMPLETELY AVOID ISSUES SURROUNDING CARE, LOCAL AUTHORITY & ASSETS, HEALTHCARE, FINANCES, INHERITANCE TAX, CONTESTED WILLS.  IT IS INCREDIBLY IMPORTANT AND A LITTLE GOES A LONG WAY

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BREAKING DOWN BARRIERS  

The Conflict barrier : Undertaking your planning can be difficult where agreement or difficult decisions need to be made. The NEW Empowered To Talk Service may be perfect for this.  Our mediation, financial flexibility, large life experience and personal, ongoing support are ingredients to break down the barriers that prevent you from your life planning.  

Costs and Time barriers:  We are focussed on developing products and methods that can save time and reduce costs.  See our cost saving BUNDLES.

 

TIPI WILLS & PLANNING WORK WITH A TIGHT NETWORK OF EXPERTS TO PROVIDE YOU WITH A COMPLETE PLANNING SERVICE :

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ALONGSIDE EXPERT ESTATE PLANNING :

FINANCIAL ADVISOR

MORTGAGE AND PROTECTION ADVISOR SOLICITOR FOR PROBATE,
LIFE TIME TRUSTS, CORPORATE 

CONSULTANCY FOR PLANNING ELDER LIFE CHANGES 

BUSINESS CONSULTANT

 

We provide a "joined up" service providing a complete solution from local, independent experts whose common focus is excellent client care.

 

Our key focus is on client relationships to give you a fully professional and comprehensive service.

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