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New integrated estate planning service launched by ZEDRA in the UK

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Contributed by ZEDRA
24 June, 2020


ZEDRA is launching an all-encompassing estate planning service, based in Manchester in the UK, bringing together and expanding existing services in Will writing, lasting powers of attorney, probate, estate administration and trusts. The new service has been set up by ZEDRA who specialise in helping people to plan for the future. The 60 dedicated UK staff with an average of over 20 years' experience within the financial industry are predominantly serving UK residents, but also International clients with UK assets wanting to plan for future life events.

Commenting on the launch of the new service, Stuart McLuckie, Managing Director of the Group's Manchester office said, "Our research has suggested for some time that there is an urgent need to bring together the key strands of estate planning into a coherent whole. People's lives and family dynamics change and estate planning needs to evolve with them. All too often, clients will write a Will when they first get married or have a family, then many years later, maybe in the run up to retirement, think about making a Power of Attorney but that is where a lot of the planning stops. However, people's circumstances continue to change. Our new holistic service is designed to help prevent planning from becoming outdated through regular reviews, planning and advice."

In particular, the covid-19 pandemic has highlighted a number of personal concerns for our clients and their families This has encouraged many to look at drafting or reviewing their Wills and making Lasting Powers of Attorney. This is of course daunting for many individuals and has become increasingly difficult with the social distancing and shielding rules. It is apparent that many smaller businesses offering similar services have struggled to maintain high levels of customer service due to employees working from home and inadequate technology. In comparison, ZEDRA's employees, have managed to work remotely causing little disruption to the high level of service expected from clients.

Current circumstances have really focused people's minds and enforced the value of forward planning when it comes to dealing with their affairs. ZEDRA has designed its new integrated estate planning service to address these issues and to be both fleet of foot and flexible.

With over 3,000 trusts currently under management and over 50,000 Wills appointing ZEDRA as executor, the Company's historic trust, probate and estates expertise is likely to emerge as a core benefit within the new integrated service. The group has a long history of setting up, administering trusts and administrating estates. A trust set up during life, or as part of planning in a Will for charitable purposes, or to protect and provide for loved ones can deliver ongoing certainty and security.

Stuart McLuckie adds that, "Our new integrated service offers clients a simple turnkey solution to the age old problem of estate planning and wealth preservation. With the backing of ZEDRA, we believe this a comprehensive and one-stop-shop service."

For details, please visit www.zedraestateplanning.co.uk




 

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