Daniel S.
Founder - Estate Planner @The Will Club
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WORK HISTORY
Founder - Estate Planner @The Will Club
Telford, GB
As an Estate Planning Consultant with The Will Club®, I provide a personal and bespoke service, giving advice and guidance on a wide range of inheritance-related issues, such as asset protection, the use of trusts and later life planning. This ranges from simple Wills to complex Inheritance Tax planning and Lasting Powers of Attorney.Also offering a consultative, highly customer service-focused approach, to provide bespoke protection insurance solutions, so individuals can utilise their life insurance policies, particularly when held in trust, to mitigate inheritance tax (IHT) liabilities.
SKILLS
ABOUT DANIEL S.
Financial Services professional with over 20 years of experience. Proven Client…
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