A REAL customer experience
The poor clerical work asides, my bitter experience with this company is that I ended up had to hire a real professional (STEP‑certified) to review and undo the work they had done based on their ill‑advice and misinterpretation of trust law. I am thankful that I was able to revoke the trust they set up for me with HMRC and reverse the changes made with the Land Registry in time. Otherwise, I would have been facing an immediate £65k+ tax bill and ongoing tax liabilities due to income generated by assets that should never have been placed into the trust in the first place, and God knows if there would be other adverse consequences. And even worse, no IHT would have been avoided. One full year and a significant amount of money (their fees plus government charges) were wasted, and I now have to redo my entire estate plan and rewrite my will from scratch. I genuinely thank God for the blessing that I did not pass away while all the mess this company created was still unresolved, leaving the consequences to my family.








