Home Financial planning Estate planning

Estate planning

Understandably, you want the wealth you worked hard to build to be protected and passed on according to your wishes, and we can help.

For every generation

One of the most rewarding parts of later life is using your wealth to help family, now and in future. To ensure that wealth is handed down appropriately when the time comes, a good estate planning team is vital.

However you built your wealth, our experts can help you and your loved ones to keep more of it with a strategy tailored to you. From wills and trusts to reducing your Inheritance Tax bill, your Verso advisors have the in-depth knowledge you need.

Our aim is to help you manage your wealth for the long term, so be assured your advisor will always act with your family’s best interests at heart.

Get in touch

We’re here to help whenever you need us. Just let us know what support you’d like, and we’ll be in touch. We look forward to hearing from you.

contact us
Dependable expertise

You can rely on our specialist team to provide insight and guidance that gets results.

Planning in place

We'll make sure all the plans are in place to optimise your legacy.

Managing for the generations

We understand that different generations have different needs and we have solutions for all ages.

What our clients say

Over 99% of clients believe working with us has helped or will help them to achieve their financial goals.

99% of clients would recommend us to other people.

98% of clients are satisfied that we understand their needs, goals, and objectives.

More financial planning services

A full financial plan
Investment Advice
Retirement planning
In retirement
Tax planning
Saving for your children
Life-changing events
Mortgage advice
Financial protection
Goal-based planning
Corporate financial planning
Intergenerational wealth