Our Latest Press releases
Positive Solutions Announces New Initiative with Estate Planning Specialists, Trust Inheritance
21/10/2010
Printable version
Printable version
Positive Solutions today announces a new joint initiative with Estate Planning specialists, Trust Inheritance.
Trust Inheritance are a national organisation with their head offices based in Somerset. They have 90 consultants who on average see 2000 clients per month and are one of the largest providers of trust and will planning in the UK. They plan to expand further over the coming year.
The expertise provided by Trust Inheritance lies in helping clients with estate plan-ning, including making wills and areas such as probate and funeral planning.
The new initiative will enable Positive Solutions partners to offer financial advice to customers of Trust Inheritance, in addition to the advice they receive on trust and estate planning.
Positive Solutions believes this new initiative will also lead to an increase in business referrals for clients enquiring about long-term care, equity release and other specialist at-retirement solutions provided by Positive Solutions partners.
In addition Positive Solutions IFA partners will be able to introduce clients to Trust Inheritance so they can take advantage of their home visit will writing service.
Jonathan Morley, Director of Positive Partnerships at Positive Solutions said:
“Positive Solutions continues its drive to introduce new high quality clients to its partners and we are delighted to be teaming up with Trust Inheritance. We believe this agreement will be mutually beneficial, enabling customers to access both the financial planning specialism our partners can provide and the expertise from Trust Inheritance in the estate planning space.
“Many people put off making a will as they do not want to contemplate the unex-pected happening to them. However, the importance of proper estate planning cannot be underestimated. The benefits are clear, ensuring assets are passed on to the right beneficiaries and avoiding delay and distress at a time when your loved ones are at their most vulnerable.”
-Ends-
Further information
Lesley McPherson
Head of Media Relations
AEGON
0131 5493782
Lesley.mcpherson@aegon.co.uk
Notes to Editor
• Founded in 1990, Trust Inheritance is a registered Trust Corporation whose aim is to provide a professional, flexible and friendly service responsive to the individual needs of clients. At their head office they have an established Legal Department, headed by their Company Lawyer and supported by experienced Wills, Probate and Trust Managers.
• As the leading independent Will Writing organisation in the country they are founder members of PALS (Professional Association of Legal Services).
• Positive Solutions is a leading national IFA with over 1580 registered individuals. It is owned by AEGON UK.
• In the UK AEGON offers pensions, life insurance, asset management and financial advice to around two million customers. AEGON UK has assets under administration of £53.6 billion and employs approximately 4,500 staff.
View Annual Reports
View all of our Press Releases
Trust Inheritance are a national organisation with their head offices based in Somerset. They have 90 consultants who on average see 2000 clients per month and are one of the largest providers of trust and will planning in the UK. They plan to expand further over the coming year.
The expertise provided by Trust Inheritance lies in helping clients with estate plan-ning, including making wills and areas such as probate and funeral planning.
The new initiative will enable Positive Solutions partners to offer financial advice to customers of Trust Inheritance, in addition to the advice they receive on trust and estate planning.
Positive Solutions believes this new initiative will also lead to an increase in business referrals for clients enquiring about long-term care, equity release and other specialist at-retirement solutions provided by Positive Solutions partners.
In addition Positive Solutions IFA partners will be able to introduce clients to Trust Inheritance so they can take advantage of their home visit will writing service.
Jonathan Morley, Director of Positive Partnerships at Positive Solutions said:
“Positive Solutions continues its drive to introduce new high quality clients to its partners and we are delighted to be teaming up with Trust Inheritance. We believe this agreement will be mutually beneficial, enabling customers to access both the financial planning specialism our partners can provide and the expertise from Trust Inheritance in the estate planning space.
“Many people put off making a will as they do not want to contemplate the unex-pected happening to them. However, the importance of proper estate planning cannot be underestimated. The benefits are clear, ensuring assets are passed on to the right beneficiaries and avoiding delay and distress at a time when your loved ones are at their most vulnerable.”
-Ends-
Further information
Lesley McPherson
Head of Media Relations
AEGON
0131 5493782
Lesley.mcpherson@aegon.co.uk
Notes to Editor
• Founded in 1990, Trust Inheritance is a registered Trust Corporation whose aim is to provide a professional, flexible and friendly service responsive to the individual needs of clients. At their head office they have an established Legal Department, headed by their Company Lawyer and supported by experienced Wills, Probate and Trust Managers.
• As the leading independent Will Writing organisation in the country they are founder members of PALS (Professional Association of Legal Services).
• Positive Solutions is a leading national IFA with over 1580 registered individuals. It is owned by AEGON UK.
• In the UK AEGON offers pensions, life insurance, asset management and financial advice to around two million customers. AEGON UK has assets under administration of £53.6 billion and employs approximately 4,500 staff.