Ross Brooke Financial Services

Will Writing and Estate Planning

Protect and Invest are different to most other firms of financial advisers in that one of our consultants, Michael Roberts, is also a Licensed Legal Consultant. This allows us to offer you a full estate planning service without the need to engage another adviser. This service is operated via Michael's separate estate planning company called Prosperitas Estate Planning. The services available include:

• Will writing
• Inheritance tax planning
• Setting up trusts
• Care home fees planning
• Lasting Power of Attorney
• Parental Agreements

Prosperitas Estate Planning are associate members of the Institute of Professional Will Writers.

Further information can be found at their website: www.prosperitasestateplanning.com