Estate planning service launched at Cheshire operation

Stuart McLuckie

Zedra, the global specialist in trust, corporate and fund services, is launching an all-encompassing estate planning service based in its Knutsford operation.

It will bring together and expand existing services in will writing, lasting powers of attorney, probate, estate administration and trusts.

The 60 dedicated staff in Knutsford, with an average of more than 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.

Stuart McLuckie, managing director of the group’s Knutsford 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 Our new holistic service is designed to help prevent planning from becoming outdated through regular reviews, planning and advice.”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 clients and their families. This has encouraged many to look at drafting or reviewing their wills and making lasting powers of attorney.

With more than 3,000 trusts currently under management and in excess of 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 said: “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.”