Family Wealth Preservation Ltd are professional estate planning practitioners. We specialise in bespoke solutions for high net-worth individuals.
We work principally through other professionals and have established a reputation for high quality advice and service in the field of Family Wealth Preservation.
The company's services are centred on the preservation of family wealth through the use of wills, trusts and other tax planning mechanisms.
Adrian Sacco is a qualified STEP member who has a wealth of trust drafting experience gained over almost 20 years, both in a private client capacity and as a taxation and trust specialist to a number of international life offices.
He has published numerous articles and spoken at conferences on the effective use of trusts for estate and inheritance tax planning, having spent much of his career devising successful tax mitigation products.
Mark Bradley is a Chartered Insurance Practitioner as well as being an Associate of the Chartered Insurance Institute with over 20 years experience; and is an accomplished seminar speaker.
He has spent the last 9 years as a trust and estate planning specialist working in a senior capacity for a number of insurance companies; and now specialises in the provision of bespoke advice to private clients.