Private wealth service provider Zedra has launched a Manchester-based estate planning service in a bid to help people plan for the future.
It will bring together and expand existing services in Will writing, lasting powers of attorney, probate, estate administration and trusts.
The 60 dedicated UK staff with an average of over 20 years’ experience within the financial industry will predominantly serve UK residents, but also international clients with UK assets.
The Swiss-headquartered firm said that the covid-19 pandemic has highlighted a number of personal concerns for its clients and their families, and this has encouraged many to look at drafting or reviewing their Wills and making lasting powers of attorney.
Prevent outdated planning
Stuart McLuckie, managing director of the group’s Manchester office, said in a statement, “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 Our new holistic service is designed to help prevent planning from becoming outdated through regular reviews, planning and advice.”
