Estate Planning

  • Asking the Questions

    In simply asking the questions that most people shy away from – and who wouldn’t, nobody wants to talk about dying – we work with our clients to find out what’s important to them, and to find the solutions to the things that worry them most, like what will happen to everything I’ve worked hard for when I die? and who will help make important decisions for me if I’m too sick to make them for myself?

    In addition to over 17 years legal experience, we are backed by Countrywide Tax and Trust Corporation Limited who are an established Legal Company, and whose Directors are members of S.T.E.P (The Society of Trust and Estate Practitioners). With their backing and support we are able to offer Probate, Professional Executor and Trustee services, as well as advice in all aspects of Estate Planning and Asset Protection.

    We also arrange Funeral Plans for our clients via our association with Safe Hands Funeral Plans.

  • The 5 Threats

    All the best financial planning in the world can fall apart without an appropriate Estate Planning and Asset Protection strategy in place. Addressing this ensures your affairs are handled swiftly, appropriately, and tax efficiently.

    We will discuss with you and consider the appropriate actions required to protect your Estate from the five most common threats.

    • Inheritance Tax
    • Re-marriage after first death
    • Divorce
    • Creditors / Bankruptcy
    • Long Term Care Costs

    So whether you need a simple Will, advice on protecting your home from Care Costs, or have more complex issues, including mitigating Inheritance Tax, we can provide you with the perfect solution at Finance North Estate Planning Services.

    Contact Jon O’Brien at Finance North Estate Planning Services:

    Finance North Estate Planning Services
    T. 01782 963303
    M. 07714 951729

Don’t forget

we can also review your existing arangements. It may be that we can save you money, arrange improved or enhanced cover for the same money, or you may read the following and feel you’d be better protected as a Finance North client…

At Finance North we want to give back as much as we can. We offer a claims service, not only to clients, but to non-clients. Why? – because we know that in life things happen, and if we can offer our help and expertise to someone in difficulty, then surely that’s what it’s all about. It’s not always about money, it’s about helping others.

We offer RedArc to all our Individual Protection and Business Protection clients who make a claim. RedArc provide Personal Nurse Advisors – highly experienced qualified nurses with a wide range of specialised and general medical knowledge, providing practical and emotional support. We will cover the cost - we look after our clients.

We will cover the cost - we look after our clients.

For any family protection policies, we donate £15 to SANDS – the Stillbirth and Neonatal Deaths charity.

This is in recognition of the 15 children every day who die either before, during or shortly after birth.

Anyone fortunate enough to have children know how incredibly lucky they are. Others aren’t so lucky and as we operate in the market of protecting families, we wanted to support those families who’ve suffered unimaginable heartache or tragedy. It’s a small gesture, but we always write to our clients to thank them for helping us support SANDS, and the amazing work they do.

Finance North now offers a free basic Will to all Individual Protection clients.

We also guarantee that we will never charge you a fee for our advice or service, and will at all times show you the utmost respect, providing you with a transparent and professional service. We are happy to put all our recommendations in writing, because we stand behind our advice 100%.


Or Call 0161 771 2050