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Viva Planning Scam Awareness Tips: How to Avoid Estate Planning Scams in the UK

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Viva Planning Scam Awareness Tips

In today’s world, ensuring your estate is planned correctly is crucial for safeguarding your assets and ensuring your wishes are honoured. However, the rise of estate planning scams has made this a challenging landscape to navigate. At Viva Planning, we are committed to helping you avoid falling victim to such scams. Here are key Viva Planning scam awareness tips to protect yourself from estate planning fraudsters.

Key Viva Planning Scam Awareness Tips

Verify Credentials

Before engaging with any estate planning service, ensure that the company and its advisors are properly credentialed. In the UK, look for membership in professional bodies such as the Society of Trust and Estate Practitioners (STEP) or the Institute of Professional Will writers (IPW). Legitimate companies will be transparent about their qualifications.

Be Wary of Unsolicited Contact

Scammers often initiate contact through cold calls, emails, or door-to-door visits. Reputable estate planners like Viva Planning will not reach out to you unsolicited. Good estate planning companies are often referred by trusted organisations or high-street solicitors. If someone approaches you without prior contact, it’s a red flag. Always research the company independently before engaging.

Check Reviews and References

A legitimate estate planning company will have positive reviews and testimonials. Look for feedback on independent platforms such as Trustpilot or Google Reviews. Additionally, ask the company for references from previous clients to verify their reliability.

Avoid Pressure Tactics

Never share personal or financial information with an estate planning service until you are confident in their legitimacy. Scammers can use this information for identity theft or other fraudulent activities. Viva Planning ensures your data is handled with the utmost security and confidentiality.

Report Suspicious Activity

If you suspect you’ve encountered an estate planning scam, report it to Action Fraud, the UK’s national reporting centre for fraud and cybercrime. By reporting, you help protect others from falling victim to similar scams.

Why Choose Viva Planning?

At Viva Planning, we pride ourselves on our transparency, professionalism, and commitment to our clients. We offer:

  • Qualified Professionals: Our team consists of accredited estate planners and legal advisors.
  • Transparent Pricing: No hidden fees, with a clear breakdown provided upfront.
  • Client-Centered Approach: We take the time to understand your needs and provide tailored solutions.
  • Secure Data Handling: Your information is protected with the highest security standards.
  • Free Consultation: We offer a one-time free consultation to discuss your needs and provide you with a clear plan without any obligation.

Estate planning is a vital aspect of your financial health. Don’t let scammers tarnish this important process. Trust Viva Planning to guide you safely and securely through your estate planning journey. For more information or to schedule a consultation, click here Contact Us

Stay vigilant, and let Viva Planning help you protect your future.

For additional information on protecting yourself from scams, visit the Action Fraud website

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