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Tel: 07748 002662

 * Home
 * About Us
 * Services
   * Types of Wills
   * Lasting Power of Attorney
   * Funeral Plans
   * Home Protection Trusts
   * Probate
 * Business Succession
   * Business Insurance
   * Business LPA’s
   * Business Wills
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WILLS

Why you really do need a Will!

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LASTING POWERS OF ATTORNEY

How would your family manage if you lost mental capacity?

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TRUSTS

How to protect your home through your lifetime and beyond.

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FUNERAL PLANS

Our Estate Planning Package includes a Will, Lasting Power of Attorney and Fully
Guaranteed Funeral Plan.

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LIFE ASSURANCE

How Life Assurance can help pay your Inheritance Tax

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BUSINESS SUCCESSION

Protect your business with a Will and Lasting Power of Attorney

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THROUGH LIFE & BEYOND PLANNING



During these changing times, many clients are keen to get their affairs in
order. Our consultations can now take place remotely, either by phone or by Zoom
video call or similar (if you have that facility)

Thousands of people put off writing a Will each year as they find it a confusing
and daunting process which brings their own mortality into focus and makes them
realise that they won’t always be here. In today's affluent world, many people
do not know the true value of their estates (homes, savings, life policies,
pensions and other assets), which can result in them inadvertently leaving their
loved ones with an Inheritance Tax problem following death.

At TLB Planning Ltd, our experienced, warm, friendly and qualified Estate
Planning Consultants can guide you through the challenge of writing your Will,
by simplifying the whole process and tailoring it specifically to suit you.

We will chat through your options in the comfort of your own home, helping you
with the process of drawing up a robust Will and assisting you with inheritance
tax planning alternatives to ease the burden on loved ones after your death.

We believe passionately in setting standards in what is currently an unregulated
environment. With this in mind, we work in association with The Will Company, a
long-established Will Drafting service with 25 years of experience, whose highly
trained staff are all Society of Trust and Estate Practitioners (STEP) qualified
Will Drafters and are fully conversant with current legislation. Our Trust and
Probate providers are some of the leading specialists in their field, offering
both Professional Trustee and Executor services where required.

TLB Planning believes in helping you “Through Life and Beyond”. We will guide
you through the minefield of Executor duties, Probate services, Guardianship
matters and the legal obligations that will fall upon your family once you have
passed away. We also offer many other bespoke Later Life planning solutions such
as Funeral Plans, Lasting Powers of Attorney, Trust work and protecting your
property against nursing home fees. If you need Life Assurance, Keyman Insurance
or just basic Buildings and Contents Insurance, we've got that covered too!

Under normal circumstances, our experts can meet you in person if you're in the
north of England - Newcastle, Sunderland and Durham; south – Kent or Devon; or
in Wales... just get in touch on 07748002662 or email us at
vanessa@tlbplanning.org.





TLB PLANNING LTD

PO BOX 791,
Swansea,
SA4 5DB

07748 002662 | vanessa@tlbplanning.org



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