About

 

iform was set up to deliver a service which is completely different to traditional firms providing ‘Estate Planning’ services.

The term Estate Planning is heavily used but what does it actually mean?

​Estate planning is the preparation of tasks that serve to manage an individual's asset base in the event of their incapacitation or death. The planning includes the bequest of assets to heirs and the settlement of estate taxes.

 

Dull and confusing language such as this serves to put people off making plans for their future, leaving their estate and more importantly their families vulnerable to threats.

I like most dislike jargon. In simple terms I behave like a great Doctor, Wedding Planner, Travel Agent, or other professional that gains a firm understanding of their client’s wishes and forms a plan to meet these exacting needs and wishes. This is essentially ‘Estate Planning, or Legacy Planning.

iform is here to work with you to create and plan the perfect, lasting legacy for those you care about the most.

iform as a company works in association with Countrywide Tax & Trust Corporation Limited, Kenilworth, Warwickshire. This is a huge benefit to my clients.

Working in association with Countrywide Tax & Trust Corporation Limited gives me access to Probate services, Professional Executor and Trustee services.

​Countrywide Tax & Trust Corporation Ltd hold the status of Tax & Trust Corporation which means that they can enter into fiduciary relationships with individuals, or organisations, to act as Executor, Guardian, or Trustee in Administration of Custodial Arrangements, Estates and Trust Funds.

I'm proud that iform limited follows the S.T.E.P (The Society of Trust and Estate Practitioners) code of conduct when offering advice in all aspects of Estate Planning.

​Protection of £2 million of professional indemnity insurance.

Society of Later Life Advisers (SOLLA)

I am extremely proud to be an ambassador for SOLLA and support its aims.

SOLLA helps people and their families in finding trusted accredited financial advisers who understand financial needs in later life. 

Financial advice should help you make clear and informed decisions knowing that you have had the information and choices presented to you in a way that helps you make the best choices and decisions for you or for a family member.

SOLLA was established in 2008 as a not for profit organisation dedicated to higher standards and accessibility to regulated financial advice for older people and their families. There are no shareholders and any profit is used to sustain the Society and its objectives.

The Society of Later Life Advisers is committed to:

 

  • Promoting and raising awareness amongst people, their families and professional advisers of financial issues faced in retirement and later life.

  • Building relationships with statutory and voluntary agencies, charities, housing and social care providers, financial services firms and those organisations who are involved in the financial well- being of those in later life.

  • Raising the standards of practice of those engaged in advising older people by promoting the highest levels of professionalism in financial advice.

  • Identifying and developing best practice by the provision of high quality training and the distribution of the latest information and know how in later life issues.

  • Acting as a source of technical excellence for later life advisers. 

  • Actively inputting into legislative and policy changes and contributing to debates on policy.


Accredited advisers can advise on:


1. Retirement Planning - pensions and annuities
2. Funding for Care Home fees
3. Funding for care in your own home
4. Equity release and other property options
5. Savings and investment planning
6. Tax matters and estate and wealth planning

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