Fact Finding - Understanding your personal circumstances and requests

Your relationship manager or introducer will provide Peritum Wills with a statement of your assets and liabilities and details or your personal wishes, which will be analysed by our expert team and a recommendation will be made to protect your assets for you and your family.

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Presentation - Presenting the bespoke solution

A further meeting will take place where your Peritum Wills adviser will guide you through the recommendations and will explain how the Peritum Wills approach will protect you and your family now and for many generations to come.

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Implementation - Completing and signing all relevant documentation

To proceed with the recommendations, your adviser will arrange to take payment of your fee and will then complete the necessary paperwork. Documents will be drafted for you to check before originals are produced for signature, witnessing, attestation and storage.

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Review - Agreeing a plan for future reviews

 

As circumstances can change, we recommend that regular reviews are conducted to ensure that the planning you have put in place is still relevant and appropriate.