We help to reduce inter-generational wealth erosion and avoid the payment of unnecessary inheritance tax.

Solidus was established in 1996, with over 25 years of experience in providing protective Trust solutions to the clients of Estate Planners. We work with higher qualified advisers and train them so that they can provide integrated financial and estate planning advice. This helps overcome issues where solicitors are unable to provide relevant financial advice.

The Solidus team understand the unique estate planning requirements of Single Persons, Married Couples, Cohabiting Couples, Blended Families and High Net-Worth Families, and provide effective solutions. Several staff hold Society of Trust and Estate Practitioners qualifications.

Our solutions

Single Persons

Single Persons, whether widowed, divorced or simply single, require specific advice customised to their needs.

Married Couples

Protective benefits for Married Couples is particularly important and is a focus of our customised solutions.

Blended Families

The control and distribution of assets within Blended Families can be complex, our solutions ensure the desired wealth transfers are guaranteed.

Cohabiting Couples

Cohabiting Couples frequently have inefficient tax and protective arrangements for their estates, which can easily be avoided with bespoke planning.

High Net-Worth Families

Estates where Inheritance Tax is a potential issue can take legitimate actions to mitigate IHT. The majority of estates of £2 million+ have inefficient estate planning arrangements.

People already benefitting

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