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Daniel Torres
Estate Planner at Philips Trust
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Work Experience
Estate Planner
Jun 2018 - Present · 6 years and 6 months
Estate Planning Consultant
Jan 2018 - Present · 6 years and 11 months
universal asset protection
Estate Planning Consultant
Apr 2016 - Jan 2018 · 1 years and 9 months
Company Details
11-50 Employees
With combined Estate Planning and trust experience of over 100 years, we offer Professional Advice, tailored to your specific circumstances. Our team is made up of experience Estate Planners, Trust Consultants & solicitors. So, whether you need simple and straightforward support, or help to resolve a more complex problem, we have all the expertise you need. Providing much-needed peace of mind, every month Philips Trust Corporation helps hundreds of people to protect their assets and design their succession plans Acting as a trustee can be daunting for an untrained person. All too often this results in decisions that are not in the best interest of the beneficiaries. As such, professional advice is crucial to preserve assets and limit tax liability. Taking the time to understand what you are trying to achieve, we guide you through your options to create the right family trust for you. Making the process as transparent and uncomplicated as possible, we work in whatever way suits you; with home visits available. So, whether you need advice and support setting up a trust, or someone to act as a professional trustee, we can help.
Year Founded
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Social Media
Linkedin
Industry
Legal Services
HQ Location
13 St John Street Lichfield, England WS13 6, GB
Keywords
Tailored Trusts and Personalised Service as Trustees
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