Finances and extra costs
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Hi, my name is TemplarEP!

TemplarEPTemplarEP Member Posts: 12 Listener
edited March 16 in Finances and extra costs
Hi everyone,

I am an estate planner, working for [removed by moderator - advertising link] in Reading Berkshire but can provide remote advice nationally. We provide a full range of estate planning services including the use of trusts to protect assets and the vulnerable. I was drawn to the website as I saw someone asking for advice for a trust for their brother.

I wish you all well. You might like our YouTube Channel with some short cartoon style videos: Templar Estate Planning You Tube Channel.

Replies

  • Tori_ScopeTori_Scope Posts: 4,989

    Scope community team

    Welcome to the community @TemplarEP :) I hope you're well. 

    Thank you for sharing your YouTube channel with us, I hope that the videos will be useful for other members. I've removed the first link you posted, as it appeared to be an advertisement. We don't allow advertisements to be posted on the online community, as stated in our community guidelines

    I've moved your post into our category for discussions relating to finances. 
    Online Community Coordinator, she/her

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  • TemplarEPTemplarEP Member Posts: 12 Listener

    Thank you for the welcome Tori_Scope. I really appreciate it.

    As mentioned, I came here after a conversation I had with a client regarding his brother.  I felt that he had a lot of frustrations, which are perfectly understandable.  

    We ended up in a good place and his estate planning is fully prepared, but, if honest, I felt on the back foot slightly.  I really want to be able to offer the best possible service, as such and so that I can prepare properly, it would be really interesting to hear of any particular problems or worries members have had when thinking about or preparing Wills and general estate planning.


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