Our Affiliates & Partners
Our experience and qualifications enable us to provide the best possible guidance and advice in all aspects of estate planning. Furthermore, we are able to enhance our own expertise by partnering with other leaders in our field. As a result, our affiliates and partners include chartered tax advisors and wealth management experts for tax and investment advice.
Working Relationships
We work closely with a number of Independent Financial Advisors, offering help and guidance to their clients, in relation to estate planning.
Furthermore, long-term business associations are important to us. Accordingly, we keep in regular contact with all our affiliates and partners, to share and garner current industry news and updates. As a result, we are able to always provide the most relevant and informative news on estate planning.
Ultimately, at EPS, our clients’ satisfaction is the most important part of our service.
Work with EPS
We work with a number of Introducers, who regularly refer clients to us who are in need of estate planning advice and guidance. Our Introducer scheme is a mutually beneficial working agreement designed to assist you and your clients.
Our Partner Law Firm - Acer Prime Law
Acer Prime Law specialises in Trusts, tax and estate planning. They are specialists in the drafting of complex Wills, Will Trusts and especially Lifetime Trusts. Ongoing Trust administration is also dealt with.
If you choose to set up a Lifetime Trust, this will be drafted by Acer Prime Law.
Acer Prime Law comprises of members of both the Institute of Professional Will Writers (IPW) and STEP (The Society of Trust and Estate Practitioners).
Registered Office Address: 27 Connaught House, Riverside Business Park, Benarth Road, Conwy LL32 8UB
www.acerprimelaw.co.uk
The firm has three senior partners:
Alan McAloon
Alan is a senior Trust expert with more than 30 years Trust and taxation experience. He has been a full member of the Society of Trust and Estate Practitioners (STEP) for more than 20 years. Alan is an acknowledged leader of innovation in the estate planning field.
Iain Cameron
Iain Cameron is a senior private client solicitor with more than 10 years’ experience. Specialising in Wills, Trusts and associated matters, and is an accredited member of Solicitors for the Elderly. He is the first person to be awarded a Crystal mark by the Plain English Campaign for a set of Will precedents.
Marc Thomas
Marc Thomas is a highly experienced private client solicitor, with 15 years’ experience and is a full member of STEP. He specialises in all aspects of estate planning and holds particular expertise in Probate and Court of Protection matters.