ONCE Wills and Trusts

22/05/2025

She thought she had time, but without a will, her family was left to pick up the pieces.

Don’t let your loved ones face legal battles, unexpected taxes, or heartbreak.

Make a will. Protect your family. Show your love.

19/05/2025

We’re thinking about hosting a workshop Business Succession Planning: Securing Your Company’s Future, would this be something you’d be interested in?

It would be an informative session designed for business owners who want to ensure a smooth transition of their company while minimising tax burdens and maintaining financial security for their heirs.

We’ll cover key strategies to protect your business, reduce inheritance tax liabilities, and how to create a succession plan that aligns with your long-term goals.

It would also be a great way to introduce family and friends who you think would greatly benefit from this.

The price range would be from £80 to £160.

The date of the workshop will be around the 26th of June 2025.

We’d love to hear your thoughts! Let us know if this sounds like something you'd find helpful. 🙂

16/05/2025

It’s a quote that hits differently when we think about the people and things that matter most.

In estate planning, the “failure” isn’t just about documents left unsigned.
It’s about confusion left behind, wishes left unspoken, and families left to figure things out on their own.

We’ve noticed a common theme in conversations around estate planning:
So many people feel unsure, overwhelmed, or afraid to even start.

And we get it.

Thinking about wills, trusts, or what happens “after” isn’t exactly an easy topic.
But here’s what we remind our clients, and ourselves all the time:

Estate planning isn’t about preparing for the worst.
It’s about caring for the people we love the most.

It’s about making things a little easier for your family, during moments that are already hard.
It’s about making thoughtful choices now, so your values and wishes are clear later.
And it’s about building peace of mind one small step at a time.

You don’t have to have all the answers.
You don’t need to tackle everything at once.

Just beginning to think about your legacy is a powerful act of love.

We’re here for the questions, the what-ifs, and the quiet moments of reflection.
Whenever you’re ready. 😊

13/05/2025

30/04/2025

You should’ve seen Mr Thornwood the week before starting this process.

He kept imagining a scene where his hard-earned wealth was left unmanaged, and the uncertainty his family could face without clear guidance when it mattered most.

But Mr Thornwood pushed through the fear, took the time to review his end-of-life plans, communicated his wishes with loved ones, and organised his legal and financial decisions.

What actually happened was a smooth, well-prepared process that gave his family clarity and peace of mind.

It was a beautiful outcome.

Since then, we’ve worked with Mr Thornwood and helped other people just like him take control of their legacy and protect their wishes, leading to a greater sense of security and confidence in their future.

So, we put everything we’ve learned about end-of-life planning and legacy protection in an on-demand eBook, “Finishing Well: Making Important Decisions to Protect Your Legacy”, that you can access instantly.

You’ll also get our handy workbook, so you can feel confident that everything’s covered.

Follow our clear end-of-life planning approach, set up key legal documents, and learn our simple trick for stress-free organisation.

Click the link in our bio for your copy.

❗Just a reminder, planning ahead is one of the most meaningful ways to show love to your family. Just imagine how much easier it’ll make things for them!

But you won’t know until you take that first step toward planning your legacy!

Get started with this first step to securing peace of mind for your future and your loved ones!



https://stan.store/ONCEWT/p/-making-important-decisions-to-protect-your-legacy

29/04/2025

📢 CALLING ALL LANDLORDS – Want to protect your properties and your hard-earned wealth from inheritance tax nightmares?

You might be following us for our tips on smart financial strategies and wealth preservation…

If so, BOY, do we have something powerful for you!

We’ve created a high-impact workshop designed for landlords who want to protect their assets and transfer property to their loved ones with minimal tax and zero fuss.

If you want to learn about strategies specifically tailored to landlords…

To be able to reduce your Inheritance Tax (IHT) liability…

And learn how to pass on your properties without complications or confusion…

To access the online workshop, click the link in our bio.
Feel free to ask any questions in the comments. We’re here to help!

https://stan.store/ONCEWT/p/want-to-transfer-property-wealth-with-minimal-tax

25/04/2025

We talk a lot on here about building lasting wealth and securing a strong financial future for your family.

But maybe you’ve wondered…

💭 How do we ensure our loved ones actually receive the wealth we've worked so hard to build?
💭 How can we make sure it's passed down for generations, with our voice, our values, and our vision intact?
💭 What are the smartest investment decisions to consider for generational wealth?
💭 Which estate planning essentials are non-negotiable if we want to safeguard our legacy?
💭 And, do we have a step-by-step strategy to make this all feel simple and doable? (yes, yes, we do)

The answer to all these questions is inside our exclusive masterclass, “How to Create Generational Wealth”, where we dive deep into potential threats to your wealth, what is needed and how to protect your wealth.
To ensure your family benefits from your success, not just now, but for years to come.

And you’ll snag:
✓ The absolute basics required for a robust generational wealth plan
✓ The tools to make smarter investment decisions
✓ The simplest, most cost-effective way to kick-start your generational wealth journey

If you want to sn**ch all the tips inside, go get them through the link in our bio.

https://stan.store/ONCEWT/p/how-to-create-generational-wealth-qgbs6

24/04/2025

Wondering where to start with protecting your family’s wealth? Follow these three steps with ONCE Wills and Trusts Limited:

Step 1 – Book a Wealth RISC Assessment Consultation.
Step 2 – Receive personalised advice.
Step 3 – Draft essential documents with our expert team.

Start building generational wealth today!
If you’ve got any questions or queries, send us an email at [email protected]😀

23/04/2025

We’ve shared how trusts and wills can help build and preserve generational wealth, how to navigate Inheritance Tax, and the key documents everyone should have to safeguard their assets.

But if you’re still trying to figure out…
⦁ What type of trust is right for you?
⦁ Can you have both a will and a trust? (Spoiler: Yes, you absolutely can.)
⦁ The best ways to safeguard your assets
⦁ And which options are available to you?

We’ve wrapped up all the essentials into one easy-to-digest eBook, "How to Protect Your Assets Using Trusts (eBook)" Perfect whether you’re just starting out, running a business, or simply curious and eager to learn more. Inside, we’ll break down the strategy and structure of what trusts are and what works for you.

If you want to sn**ch all the tips inside, go get them through the link in our bio.

Creating peace of mind is just a few clicks away!

https://stan.store/ONCEWT/p/how-to-protect-your-assets-using-trusts

22/04/2025

Want to know our number one secret to making large financial gifts without triggering surprise taxes?

It isn’t just hiring an accountant. Or hoping the taxman doesn’t notice😄.

✋ Raise your hand if you’ve ever worried about inheritance tax when giving money to family. Or if you need expert clarity on the 7-Year Rule. Or if it takes you more than an hour to figure out whether your gift is tax-free.

If you’re nodding your head, then our workshop on: “Make Large Gifts Without Triggering Big Taxes!" Is definitely worth your time and just £47.

In this on-demand workshop, you’ll learn:
• Professional advice on how large financial gifts relate to Inheritance Tax, gains tax and other possible liabilities
• Practical strategies for making large financial gifts and avoiding common pitfalls, e.g. inheritance tax, capital gains, and other liabilities
• Resources and tools to maintain a tax-efficient gifting plan over time

If you’re ready to give more confidently and keep your wealth in the family, click the link in our bio for our Stan Store!



https://stan.store/ONCEWT/p/make-large-gifts-without-triggering-big-taxes

17/04/2025

🐰🐣 Easter Wishes from all of us at ONCE Wills and Trusts Limited! May you and your loved ones have a beautiful Easter filled with sunshine, chocolate, and sweet moments! 😊

17/04/2025

We are so overwhelmed with the positive responses we got from our “Wills vs Trusts: The No-Nonsense Guide to IHT & Trust Planning” Workshop.

It’s safe to say it… it was a huge success!

Missed it? No stress.

You can now watch the full replay for FREE – just hit the link in our bio.

In this value-packed session, you’ll learn how to:
• Understand the real differences between wills and trusts, avoid the legal jargon, just straight talk.
• Discover how to minimise inheritance tax and keep more of your wealth where it belongs - with your family.
• Learn how to secure your legacy and make sure your wishes are carried out exactly as intended.

Protect your loved ones' future with smart planning and confidence
Watch on your own time and take that powerful first step toward protecting your wealth and your peace of mind!



https://stan.store/ONCEWT/p/wills-vs-trusts-nononsense-guide-to-iht--trusts