Estate Planning Coventry

Trusts and Estate Planning Coventry

Your Trusted Partner for Comprehensive Financial Solutions, Tailored to Meet Your Unique Needs and Secure Your Financial Well-Being.

At Burbage Finance, we specialise in trusts and estate planning Coventry. Our experienced team is dedicated to helping you secure your financial future and protect your loved ones. Whether you need to draft a will, establish trusts, minimize tax liabilities, or ensure the well-being of your family, our experts are here to provide tailored solutions that align with your unique goals.

Tailored Solutions for Your Unique Goals:

We understand that each individual’s estate planning needs are unique. That’s why our experts take the time to listen to your specific objectives and develop customized solutions that align perfectly with your goals. Whether you require the creation of a will, the establishment of trusts to protect your assets, strategies to minimize tax liabilities, or provisions for the welfare of your family, we possess the knowledge and skills to lead you through the procedure

The Importance of Estate Planning:

Estate planning is a vital step in securing your legacy and ensuring that your assets are distributed precisely as you intend. Without a well-thought-out plan, the future of your assets and the well-being of your family can be left uncertain. Our commitment at Burbage Finance is to provide you with the peace of mind that your estate is in capable hands, and your loved ones are protected.

Begin Your Estate Planning Journey Today:

Don’t leave your estate and your family’s future to chance. Contact Burbage Finance today to initiate your estate planning journey. With our expert guidance, you can take the necessary steps to guarantee a secure and prosperous future for your loved ones. When it comes to trusts and estate planning in Coventry, we are your trusted partners, ensuring that your assets are managed and distributed according to your wishes.

Protecting Your Assets For
Future Generation To Come

  • We have been using Burbage Finance for many years now and have always found the service to be excellent. Recently had my Will redone and they sorted this within days. I would highly recommend them.

    Shashi Rocky Singh Avatar Shashi Rocky Singh
    February 25, 2021

    Rav is very professional and helpful. Gives great advice. Would definitely recommend.

    Ashminder Kaur Ryait Avatar Ashminder Kaur Ryait
    February 25, 2021

    Positive: Professionalism ,  Value Fast and very efficient service. I felt comfortable asking questions and they were patient with me and my family. The Advisor understood my needs and circumstances very well and we are very happy with our planning.

    Karen Kaur Avatar Karen Kaur
    February 25, 2021

  • Positive: Professionalism ,  Responsiveness Very friendly and professional service. Rav is very knowledgeable and always responds quickly to any questions I had. They are flexible and worked around a time that best suited me. My planning was completed quickly and without any hassle. I would defiantly recommend.

    Jaan Singh Avatar Jaan Singh
    February 25, 2021

    Great service, very friendly and professional. Would recommend.

    jasdeep sandhu Avatar jasdeep sandhu
    November 25, 2019

    excellent service very professional advice worry free reassurances comforting and calm solutions throughout would definitely recommend 5*

    Ranjit sahota Avatar Ranjit sahota
    November 25, 2019

  • Excellent and prompt service. Very professional and efficient. Would definitely recommend.

    Hardip Sahota Avatar Hardip Sahota
    November 25, 2019

Having your will in place gives you peace of mind, knowing that your wishes will be respected and your assets will be distributed according to your instructions. Estate planning is essential for everyone. Having the right planning in place will help protect your assets for your loved ones and remain in your family for generations to come. Our highly experienced advisors will guide you through the process, making it a simple and hassle-free experience. At Burbage Finance we strive to deliver exceptional service. Appointments are available 7 days a week at a time to suit your schedule. Whether from the comfort of your own home or from our office. Our friendly, highly trained advisors will provide you a bespoke service tailored to your individual needs and circumstance. So, if you need assistance with funeral planning, probate, will writing, or estate planning, Burbage Finance can help you in Coventry. Our team of expert solicitors offers personalized guidance to ensure your wishes are met and your assets are protected. We also provide guidance advice on lasting powers of attorney. Contact Burbage Finance for a FREE CONSULATTION

About Burbage Finance Ltd

Our Advisors are highly trained and continuously undergo training to ensure that they kept up to date.

Simple, Honest & Straightforward Advice

Free Consultation

Bespoke advice tailored to your individual needs

We offer home visits at a time to suit you with availability 7 days a week

No VAT payable

All Advisors have over 15 years of experience

Our Advisors are contactable 7 days a week

Full registration with the Information Commissioner’s Office for data protection

Services To Help You Plan For Your Future

Will Writing

Will Writing

Ensure that your assets are passed onto your loved ones in accordance to your wishes

Lasting Power Of Attorney

Lasting Power Of Attorney

Appoint ‘Attorneys’ to make decisions on your behalf, should you no longer be able to.

Lasting Power Of Attorney

Funeral Planning

Ensure your funeral costs are not a burden on your loved ones

Trusts

Trusts

Utilise tax allowances and ensure your legacy remains within your bloodline for generations to come.

Protecting your assets could not be simpler.

Book an Appointment

Book an Appointment

The first step in securing you assets is to get in touch with us. You can contact us via phone or email and one of our friendly team members, will book you in to speak to an advisors at a time that is convenient to you.

Meet With Our Advisors

Meet With Our Advisors

Meet with our experienced advisors, who will go through your needs and circumstances. This can be done either at your home, our office, a phone call or video conference.

Sign Your Documents

Sign Your Documents

Your documents are generated according to your planning recommendations ready for your to sign. The advisor will complete the whole process with you, ensuring that you are no longer at risk and have complete peace of mind.

Opening Times

Saturday 23rd   December – Normal hours

Sunday 24th December to Thursday 28th December – Closed

Friday 29th December – 10am to 1pm

Saturday 30th December to Monday 1st January 2024 – Closed

Tuesday 2nd January – Normal hours