Planned Succession provides specialist estate planning advice to both private and business clients about how they can best arrange their affairs so as to ensure that their hard-earned wealth passes as they intend to those they most care about and love.
Our highly experienced and fully indemnified advisers, who are happy to visit you at your home or place of work, and our legal draftsman will ensure that, insofar as far as the law allows, your wishes are met and the maximum amount possible passes as intended whilst at the same time giving you and those whom you trust the most the fullest control over your affairs today.
Your Wills and other legal instruments are individually tailored to your exact circumstances, and our service will handle any connected Land Registry, Office of the Public Guardian and Probate Registry matters on your behalf, whilst at the same time working as part of an advice collective with your existing professional advisers if any. If don’t have an accountant or independent financial adviser, we can recommend ones most suited to your needs.
Tony Gimple has a varied and interesting background with experience gained in Loss Adjusting, the Military, Financial Services, Consulting, Insurance Broking and Law. He has worked for leading companies including Legal & General, American Express, Towergate, Chancery Law Group and Bowling & Co Solicitors (a Leading Legal 500 firm where he was Estate Planning Director). He has a wide range of cross-sector executive experience as well as being the subject of a Cranfield MBA thesis on entrepreneurship.
He is an active networker with many high-level contacts, is an accomplished public speaker and has written for professional publications and national newspapers, often being asked for comment as a thought leader.
A natural leader, organiser and communicator, Tony is known for his creative and original freethinking and his ability to motivate and mobilise people to achieve their goals.
You can contact Tony at the telephone on 07974 099221 or by email at firstname.lastname@example.org
Susan Gooch has been advising private clients since 1999. She is a working mother with a wide experience of life, much of it gained during her time as a Metropolitan Police Officer. Amongst other things, she is an ILEX qualified legal secretary, an ATDB qualified dog trainer and has a diploma in Business Management.
Sue appreciates the varied problems that all families face, particularly those brought on by outside forces and life itself.
You can contact Sue at the telephone on 0203 303 0963 or by email at email@example.com
Chelsea Meade LLB TEP
With a law degree under her belt and previous experience in company law, in 2015 Chelsea decided to explore the financial world and started working with a wealth management firm in their estate planning team. Chelsea gained wide exposure to a variety of clients and specialised in Inheritance Tax planning for high net worth clients.
Chelsea quickly worked her way up to Head of Estate Planning within the firm and completed the STEP diploma in UK Trusts and Estates.
As a TEP, Chelsea works hard to keep up to date with any changes in legislation and keep on top of the best advice for her clients. Although Chelsea focuses mainly on planning for passing assets on to future generations, her empathetic, understanding approach helps clients feel at comfort when discussing some of the more difficult conversations around their inevitable end of life scenario.
Vajahat Sharif LLM
Vajahat is a solicitor and has been involved in the legal profession for over 25 years.
He was a founding partner in a Piccadilly law practice and acts as a consultant to leading law firms within the Legal 500.