When & Where
Universal Wealth Preservation
Universal Wealth Preservation, Universal Seminars and Universal Trustees come together as part of the Universal Group to provide a complete Estate Planning and Wealth Preservation solution for families across the UK.
The staff and estate planning consultant team at Universal hold a wide range of relevant legal, accounting, taxation and trust qualifications.
Our team comprises S.T.E.P qualified staff. (www.step.org) company solicitors, chartered senior legal executives, legal administrators and qualified tax consultant. Bringing together a range of specialist tax and estate planning solutions not generally available on the High Street. We have decades of experience in helping clients’ of all ages.
As well as offering advice on Wills, Probate and Powers of Attorney, we also provide advanced estate and tax planning solutions to high net worth estates. We advise hundreds of client’s on a weekly basis and have set up and managed thousands of legal agreements over the course of many years.
From our head office in Ipswich, Suffolk we have consultants based across the country that can offer you a “local” service.
We operate our ‘Keep it in the family’ seminar all over the country all year around to allow you to find out more about on how to protect your assets. We are quietly growing to become a market leader in this field.
Our clients are our best advert, to give you peace of mind and reassurance here are some recent testimonials;
“From our first meeting with Universal, we were impressed with the knowledgeable, professional and pleasant manner in which we were dealt with and the clear explanation of the benefits of the Trust. The Trust offers so much peace of mind knowing that our assets are protected not only in life but after our deaths and we have no hesitation in recommending the W.P.T to others.“ P.L. Jones, September 2013
“Having very little knowledge of family trusts my wife and I found your consultants very helpful in answering any queries we had” B. Warren, October