We are delighted to announce the merger of
Wills & Trusts Independent Estate Planning Ltd with Solidus Trusts
to create Adviser Trust Services from Solidus Independent Estate Planning Ltd.

About SIEP Trust Services

Solidus IEP, are a leading Trust services company, providing training, advice and advanced wealth preservation solutions to financial advisers for their clients, throughout England, Wales, Scotland and Northern Ireland.

Solidus Trusts and Wills and Trusts form a new business partnership. Press Release [PDF].

What is Wealth Preservation Planning?

Wealth Preservation Planning can take many guises but we focus on providing advanced trust solutions to the clients of financial planners, which typically deliver the two key benefits of protecting estates against unnecessary taxation as well as the all too frequently ignored impacts of lifestyle or social impacts.

Our solutions are guaranteed by our leading legal partners and address the needs of single clients and married couples. They include:

• The Assurance Trust^TM, designed to hold all of a clients life policies in one tailored trust.
  
  
• The Asset Preservation Trust^TM, designed as a spousal bypass trust, which can hold all of a client’s pension and death in service benefits.
  
  
• The Mortgage Trust^TM, designed to hold mortgage related benefits.
  
  
• The Protective Gifting Trust^TM, designed to protect lifetime gifts to children and to hold annual exemption gifts.
  
  
• The Solidus Gift and Loan Trust^TM, for use with one or more new or existing policies.
  
  
• The Solidus Discounted Gift Trust^TM, for use with one or more new or existing policies.
  
  
• The Beneficiary Protection Trust^TM, for the estates of single persons.
  
  
• The Beneficiary Protection Trust^TM, for the simpler estates of married persons or partnerships.
  
  
• The Solidus Trusts Plan^TM, designed for the more complex estates of married couples or partnerships.
  
  
• The Solidus Business Trust^TM, addressing the specialist needs of business owners, a frequently sub-optimised area of planning.
  
  
• The Solidus Property Trust^TM, to house additional properties and buy-to-let assets.

To obtain further information, please go to the Solidus IEP Website http://www.siep.co.uk or call us direct on 01438 840 750.