Universal Wealth Management - a cautionary tale

Recent media coverage about investigations into possible fraudulent activity within Universal Wealth Management serve as caution to anyone considering making a Will.

Universal Wealth Management acted as Will writers, advising people who attended their 'Keep It In The Family' seminars about placing their house and money in trust to avoid paying inheritance tax. The Ipswich-based firm also promised to help its clients avoid care home fees.The firm is now being investigated for fraud and embezzlement, leaving their clients facing huge financial losses.

If you are thinking of making a Will or need reliable, professional advice about inheritance tax or planning for care home fees, contact a firm of well known, well established and well respected solicitors which is regulated by Solicitors Regulation Authority (SRA) and holds appropriate insurance.

To report a concern or, if you have information which might assist the investigation, please contact Action Fraud.




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The contents of this article are intended for general information purposes only and shall not be deemed to be, or constitute legal advice. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of this article.