William Rickson
Self-Employed Estate Planning Consultant
📍 North West England | 🔗 LinkedIn Profile

🔑 About Me:
I am an experienced Estate Planning Consultant with Just Wills and Legal Services (JWALS), specialising in creating personalised and comprehensive estate plans that help successful business owners, families, and individuals secure their future and create a lasting legacy. My approach involves crafting tailored, clear plans to ensure your hard-earned assets are protected, your wishes are honoured, and your loved ones are provided for across generations, giving you peace of mind.

With nearly 10 years of experience in financial services, I recognised the limitations that often prevented me from offering comprehensive, holistic advice to protect clients’ wealth. This drove me to retrain as an Estate Planning Consultant, enabling me to combine my financial knowledge with estate planning, providing clients with more thorough advice focused on safeguarding their assets and ensuring long-term security for future generations.

At Just Wills and Legal Services, we have helped over 100,000 clients since our founding in 2013 by David McMaster. We are proud members of the Society of Will Writers, and our expert team is dedicated to ensuring that your estate planning documents work when you need them. We offer free, no-obligation consultations in your home, covering all areas of estate planning, from Wills and Trusts to Lasting Powers of Attorney, probate, and tax planning.

I pride myself on providing empathetic, ethical service, meeting clients face-to-face to guide them through the estate planning process in a way that’s accessible and easy to understand. My goal is to deliver personalised estate plans that are designed to fit the specific circumstances of each client—there is no one-size-fits-all solution, and every plan I create is as unique as the individual it serves.

My Services:

• Wills & Trusts – Tailored estate planning solutions to protect your assets and provide peace of mind.
• Lasting Powers of Attorney – Guidance in appointing trusted individuals to make decisions on your behalf, including for business decisions.
• Deputyship Process – Assistance for clients without Lasting Powers of Attorney, guiding them through the deputyship process.
• Trusts for Business Owners – Specialized trust solutions to protect and manage business assets, ensuring smooth succession and efficient wealth transfer.
• Business Succession Planning – Helping business owners prepare for a seamless transition of ownership and control.
• Wealth Preservation – Strategies to minimise inheritance tax and protect family wealth.
• Capital Gains Tax Mitigation – Solutions to reduce tax liabilities for property owners and investors.
• Succession & Inheritance Planning – Ensuring your estate is distributed according to your wishes.
• Tax Planning for Buy-to-Let Owners – Bespoke accounting, company formation, inheritance, and trust strategies to help property owners optimize tax efficiency and pass wealth to future generations.
• Freezer Shares & Hold-Over Relief Trusts – Effective for reducing inheritance tax and deferring capital gains tax on transferred assets.
• Probate Services – Assistance with the probate process, including managing property and overseeing the sale of property within the probate estate to ensure efficient and compliant estate administration.

Why Choose Me?

• Nearly 10 years of financial services experience combined with estate planning expertise, allowing me to offer holistic, tailored solutions for clients.
• Specialised in wealth preservation strategies that focus on long-term security for your family and future generations.
• Member of the Society of Will Writers, ensuring a commitment to ethical and professional estate planning services.
• STEP-qualified, providing me with expert knowledge in trusts and tax planning.
• Ability to assist in mitigating capital gains tax and helping buy-to-let property owners optimise their tax efficiency through bespoke strategies.
• Strong background in financial advice allows me to connect clients with the appropriate Financial Advisors to supplement their estate plans.
• Empathetic, ethical, and client-focused approach—my goal is to simplify estate planning, making it accessible and straightforward.
• Capable of managing the probate process, including property management and sales within the probate estate.
• I enjoy hosting free informational seminars in collaboration with Financial Advisors, mortgage advisers, and accountants, to educate clients on wealth preservation and estate planning.
• I pride myself on providing excellent service at reasonable prices, tailored to the specific needs of my clients, all while meeting in the comfort of their own homes.

Qualifications & Certifications:

• STEP Certificate in Financial Services – Trusts & Estate Planning (Completed with Merit – 22nd June 2020)
• Member of the Society of Will Writers
• CISI Level 4 Diploma in Investment Advice (Financial Planning & Advice)
• CISI Level 4 Certificate in Paraplanning
• CISI Level 4 Certificate in Investment Management
• LIBF CeMAP (Certificate in Mortgage Advice and Practice)
• LIBF CeRER (Certificate in Regulated Equity Release)
• Integrity Matters Certification

CPD Update! 

🚀 CPD Update! 🚀

I’m pleased to share the following Continuing Professional Development (CPD) courses I’ve completed:

• Just Wills & Legal Services Products and Services | 13-17 Nov 2023 | 40 hours
• APT (Assets Protection Trusts) Training | 16 Nov 2023 | 4 hours
• Probate Training | 15 Dec 2023 | 5 hours
• APT Training | 30 Jan 2024 | 4 hours
• APT Training | July 2024 | 4 hours
• Will Writing Process | 5 June 2023 | 5 hours
• APT Best Practice | 15 May 2023 | 1 hour

Continuing to expand my expertise in estate planning, probate, will writing, and asset protection trusts to better serve my clients. 📚💼 #CPD #EstatePlanning #WillWriting #Probate #AssetsProtection #ProfessionalDevelopment #ContinuousLearning

Get in Touch:
I’m looking to connect with individuals who care about securing their family’s future and business professionals planning for the next generation. If you or someone you know is interested in understanding and managing their estate planning needs, please reach out. Let’s work together to ensure that your plans are holistic, efficient, and provide you with peace of mind.

Just Wills and Legal Services: More than just wills—where there is a will, there is a way.

Hobbies:
Outside of work, I enjoy holidays, skiing, watching football, and keeping up with politics. These activities keep me balanced and connected, allowing me to meet people from diverse backgrounds.

#EstatePlanning #Wills #Trusts #LastingPowersOfAttorney #Probate #WealthPreservation #InheritanceTax #CapitalGainsTax #TaxPlanning #BusinessSuccession #FreezerShares #HoldOverRelief #ProbateServices #FinancialPlanning #TrustsForBusinessOwners #Deputyship #FinancialAdvice #EstatePlanningConsultant #SocietyOfWillWriters

Qualifications & Certifications:

• STEP Certificate in Financial Services – Trusts & Estate Planning (Completed with Merit – 22nd June 2020)
• Member of the Society of Will Writers
• CISI Level 4 Diploma in Investment Advice (Financial Planning & Advice)
• CISI Level 4 Certificate in Paraplanning
• CISI Level 4 Certificate in Investment Management
• LIBF CeMAP (Certificate in Mortgage Advice and Practice)
• LIBF CeRER (Certificate in Regulated Equity Release)
• Integrity Matters Certification

🚀 CPD Update! 🚀

I’m pleased to share the following Continuing Professional Development (CPD) courses I’ve completed:

• Just Wills & Legal Services Products and Services | 13-17 Nov 2023 | 40 hours
• APT (Assets Protection Trusts) Training | 16 Nov 2023 | 4 hours
• Probate Training | 15 Dec 2023 | 5 hours
• APT Training | 30 Jan 2024 | 4 hours
• APT Training | July 2024 | 4 hours
• Will Writing Process | 5 June 2023 | 5 hours
• APT Best Practice | 15 May 2023 | 1 hour

Continuing to expand my expertise in estate planning, probate, will writing, and asset protection trusts to better serve my clients. 📚💼 #CPD #EstatePlanning #WillWriting #Probate #AssetsProtection #ProfessionalDevelopment #ContinuousLearning

Rotary, Society of Will Writers

Football, Politics, Finance, Investments, History, Geography, Skiing, Food, Networking & Socialising, Marketing