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STRATEGIC PARTNER

ELEVATION ESTATE PLANNING LTD

Providing tailored estate planning and legacy protection for your loved ones future and generations to come

At Cedar Wealth Planning, we refer our Estate Planning work to Elevation Estate Planning Ltd. Elevation Estate Planning Ltd are owned by Elevation Financial Group Ltd.
Visit the ESTATE PLANNING Website*
Successful Estate Planning involves planning in advance so that your assets go to the right person(s) at the right time and are protected as much as possible against potential risks.

Elevation Estate Planning Ltd can explain some of the important areas for consideration and provide practical, proven and affordable solutions in this area. Making sure that you have an up to date and relevant Will and Lasting Power of Attorney are simple examples. Trust Planning is another example.

THE ESTATE PLANNING SERVICE

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

  • Significant experience dealing with complex estates and diverse family situations
  • A co-ordinated contact and reference point for all of your estate planning needs, from Wills, Trusts and LPA’s to Business Trusts and Option Agreements
  • Peace of mind through the use of professional documentation
  • Ongoing trustee/estate guidance  packages
  • Offer a professional, confidential 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…

Download the ESTATE PLANNING Brochure

*You are about to leave the website of Cedar Wealth Planning and view the content of an external website. Cedar Wealth Planning cannot be held responsible for the content of external websites.

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.

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