Sam Francis

Sam Francis Email and Phone Number

Helping families understand how to protect their assets using Trust Law either inside or outside their Wills. Presenter of award-winning educational webinars and workshops about Wills & Trusts @ Keep Trust Planning
Sam Francis's Location
Greater Oxford Area, United Kingdom
Sam Francis's Contact Details

Sam Francis work email

Sam Francis personal email

n/a

Sam Francis phone numbers

About Sam Francis

Protecting the future of your family is perhaps one of the most important instincts you have. We all have the desire is to protect what we've spent a lifetime earning so it isn't lost to residential care costs, taxation, remarriage, or to our childrens' partners. With a great plan, that's entirely achievable!The first step is always to start with the best possible Wills, to which we add our protection trusts. This guarantees that money and property are protected when you pass away. We work closely with a team of TEP-qualified professionals who draft our legal documents to the very highest standard.More and more families are falling into the Inheritance Tax trap and our team of Tax Planning professionals is equipped to provide the strategies required to mitigate and even eliminate the inheritance tax burden from families.With access to the expertise of fully Financial Conduct Authority regulated Independent Financial Advisors, we have every base covered when it comes to sensible estate planning.Many fear the consequence of old age and what will happen should they lose the capacity and we are also skilled advisors in the use of the power of attorney documents. These vital documents can appear complicated and confusing and we can take instructions, draft the documents and submit them to the court for registration.Finally, we specialise in delivering regular educational web classes where we explain simply, easily, and without legal jargon, how Trust planning can benefit ordinary families. Over the last year, we've had thousands attend our Web classes with many then becoming valued clients.With a laid back client-focused approach, we believe we are different from many other legal firms. Our challenge is to break down quite complicated concepts and present them in an easy-to-understand way.I've been in the Estate Planning business for almost a decade and over time I have learnt the importance of taking the time to truly understand the clients unique situation before working with the client collaboratively to deliver the desired outcome.Recently, I've been joined by Andrew Brackenbury who shares exactly the same values and similar approach to life.Together we have already helped hundreds of individuals take their money and property out of harms way so that their children and grandchildren can look forward to a simply wonderful inheritance.To join our latest web class: https://www.perfectwillsandtrusts.co.uk/liSee our reviews: https://www.trustpilot.com/review/keeptrustplanning.com

Sam Francis's Current Company Details
Keep Trust Planning

Keep Trust Planning

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Helping families understand how to protect their assets using Trust Law either inside or outside their Wills. Presenter of award-winning educational webinars and workshops about Wills & Trusts
Sam Francis Work Experience Details
  • Keep Trust Planning
    Managing Director
    Keep Trust Planning Sep 2018 - Present
    Oxford, United Kingdom
    Keep Trust Planning is an Estate Planning consultancy dedicated to helping ordinary families protect their assets utilising Trusts. Our Trusts can either be written inside or outside of their Wills. As part of our mission to educate clients on the importance of sensible Estate Planning we run regular web classses.
  • Assured Wills
    Associate
    Assured Wills Sep 2016 - Sep 2018
    Oxford, United Kingdom
  • The Will Partnership
    Will And Probate Advisor
    The Will Partnership Nov 2012 - Sep 2016
    Chatham, United Kingdom
    I offer advice to people on all matters pertaining to Wills and Probate, Inheritance Tax, Trusts and Powers of Attorney. I work with the support of The Will Partnership and am an elected member of The Society of Will Writers.
  • Local Mobile Strategies Ltd
    Social Media Consultant & Web Developer
    Local Mobile Strategies Ltd Jan 2010 - Mar 2013

Sam Francis Skills

Social Media Marketing E Commerce Small Business Social Media Online Marketing Seo Wordpress Inheritance Tax Planning Wills Online Advertising Social Networking Business Development Will Drafting Lasting Powers Of Attorney Blogging Preparation Of Wills Mobile Internet Trust Services Mobile Devices Web Design Facebook Management Marketing Strategy

Sam Francis Education Details

Frequently Asked Questions about Sam Francis

What company does Sam Francis work for?

Sam Francis works for Keep Trust Planning

What is Sam Francis's role at the current company?

Sam Francis's current role is Helping families understand how to protect their assets using Trust Law either inside or outside their Wills. Presenter of award-winning educational webinars and workshops about Wills & Trusts.

What is Sam Francis's email address?

Sam Francis's email address is sa****@****p.co.uk

What is Sam Francis's direct phone number?

Sam Francis's direct phone number is +178092*****

What schools did Sam Francis attend?

Sam Francis attended Birmingham City University.

What are some of Sam Francis's interests?

Sam Francis has interest in Mobile Marketing, Computers, Design, Social Media, Internet Marketing.

What skills is Sam Francis known for?

Sam Francis has skills like Social Media Marketing, E Commerce, Small Business, Social Media, Online Marketing, Seo, Wordpress, Inheritance Tax Planning, Wills, Online Advertising, Social Networking, Business Development.

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