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Wholelife Estate Planning©  & Life Care Planning

Care to Plan, Plan to Care

Key Documents

  • Will and Will Trusts

  • Lasting Power of Attorney for Health

  • Lasting Power of Attorney for Finance

  • Advance Directive / Living Will

  • Advance Care Plan Plus centralising documents

  • Business Power of Attorney

  • Document of Decisions

  • Letter of Wishes

  • Supporting documents : evidencing consults, choices & decisions 

  • Fixed Price Budget Busting Bundles of documents & services                             

Key Essential Services

  • Post Death Life Support Service

  • Soon : Fifth Dimension Life Support Package

  • Implement a Will and / or Attorney

  • Resolution Services : Mediation and Empowered To Talk

  • Preparations for Hospital

  • Review & implement funding for care,  short term or long term

  • Place a carer

  • TRUSTS & ALTERNATIVE TO TRUSTS

  • Care Home Fees LA/Deprivation of Assets

  • Protection of assets and people

  • Pension Review

  • Inheritance Tax

  • Tax Review

  • Mortgage & Protection

  • Elder Care Consultancy

  • Key Document Review

  • Unhappy Beneficiary Consult

  • BUSINESS PROTECTION PLAN

Key Planning Services

1. Wholelife Planning - Wills, trusts, inheritance, tax, care funding & investment, protect property & people, Attorneys, care & life changes, prepare when illness, diagnosis, accident, surgery

2. Business Protection Plan 2 in 1

3. Multigenerational & Blended Family
4. Life Care Planning

5. Serious & Terminal Illness
6. Right to Die at Home 

   (End of Life Care Planning)

7. NEW Post Death Life Support

8. Under development :  

    "Fifth Dimension Life Support Pack"

(eg Dementia, parkinsons, alzheimers)

SUPERCHARGE YOUR PLANNING WITH BUDGET BUSTING FIXED PRICE BUNDLES​​​

Read regular articles :

Current article :  What is your Planning Circle and why it needs to be 75% complete

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Protect You and your loved ones 

Overcome barriers of Cost, Time and Conflict
Planning with Power

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Spotlight

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Two for the price of one and it's tax deductable!

Regular Spotlights on topics

that matter to you

Good Care Planning supports good Estate Planning and can mitigate inheritance tax and income tax.  It is a good partnership as one supports the other. 

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Legal Consultant & Independent Mediator

Contact me & start your seamless, connected planning journey

Supports Living your best life. 

What would you like to know?

Wills, LPAs, Healthcare, Trusts, & Mediation questions

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Low Cost £99 Service
Unhappy Beneficiary

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Life Support Service

Support from the moment your loved one has passed.  We work with you to help with all the practicalities that can sometimes be very stressful to manage

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ABOUT US

Tipi Wills & Planning has developed a unique, single solution service for Care and Estate Planning with  Fixed Price Bundles.   with a handpicked team of experts who have a similar passion for excellent client care and service.  The combination of good care planning and good estate planning combined with expert financial guidance, can save on inheritance tax and income tax.  A complete connected solution from one source. 

 

PLANNING CAN HELP YOU COMPLETELY AVOID ISSUES SURROUNDING CARE, LOCAL AUTHORITY & ASSETS, HEALTHCARE, FINANCES, INHERITANCE TAX, CONTESTED WILLS.  IT IS INCREDIBLY IMPORTANT AND A LITTLE GOES A LONG WAY

 

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PLANNING

Overcome the main barriers to your planning : COST, TIME & CONFLICT.   We fill the gaps in the planning services where complete planning is not connected and barriers to essential planning are not well understood. 

BREAKING DOWN BARRIERS  

The Conflict barrier : Undertaking your planning can be difficult where agreement or difficult decisions need to be made. The NEW Empowered To Talk Service may be perfect for this.  Our mediation, financial flexibility, large life experience and personal, ongoing support are ingredients to break down the barriers that prevent you from your life planning.  

Costs and Time barriers:  We are focussed on developing products and methods that can save time and reduce costs.  See our cost saving BUNDLES.

 

 

 

Our key focus is on client relationships to give you a fully professional and comprehensive service.

SERVICES

Inheritance Tax

Taxation is vexing! With its complex tightening around inheritance, income, business and trusts. It puts a greater strain on the individual.  Careful planning can be a great support especially when multi disciplinary expertise is used together.  Good care, financial and estate planning can save a great deal of money and give good protection.  Investing in some good planning now can go a long way in the future.

The content, concepts and planning services in this website and used by this business are strictly the creation of and the property of Patricia Horwood trading as Tipi Wills & Planning & Isle of Wight Mediation

© 2023 by Tipi Wills & Mediation   

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You will receive a Will Storage Card after you have completed your Will and any other documents created with us.  This is business card size so that it can be stored in your purse or wallet.  It is unfortunately common for there to be a Will but no Will can be found.  Please ask if you would like more than one card.

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