Latest news & updates:

New Price List 1 March 2025 (Published 12 February 2025)

The New Solidus Price List will be active from 1 March 2025 and is now available in the Knowledge centre

Solidus Conference 2025 (Published 22 November 2024)

The next Solidus Conference will be held on 27 February 2025 at The Congress Centre in London This in-person event is ideal for both Advisers and support teams. Full details on our leading Speakers will be provided to you in due course. As always, a lot of our tickets were pre-booked at last year's conference;…

Budget 2024 Estate Planning Opportunities (Published 4 November 2024)

https://www.youtube.com/embed/MtwRrXElbjM?si=hsgwaUeAeGJsdFzM

Excepted Estates Flowchart (Published 9 October 2024)

Is an IHT 400 required for probate for deaths on or after 01/01/2022

Trust Fulfilment for deceased clients 2 (Published 22 April 2024)

  Trust Fulfilment for Deceased Clients 2 The link to the first webinar presented by Malcolm Noblett is :- https://www.youtube.com/embed/uUHSpASoqh8?si=yfCSd8gHxKXlLwQI

Resources

We have put all the application forms, documents, client-facing materials and other resources you need to adequately use Solidus Trusts and Plans to their full extent, right here in one place so that you can access it all easily and download it as you need it.

The latest versions of our application forms will always be available here first.

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Solidus Trust Plan Suitability Letter Template Over £2 Million Estate V22.1

Published 8 April 2025

Download now
Solidus Trust Plan Suitability Letter Template Up to £2 Million Estate

Published

Download now
New Price List 01 March 2025

Published 12 February 2025

New prices valid from 01/03/2025

Download now
Budget 2024 Estate Planning Opportunities

Published 5 November 2024

Budget Webinar presented by Malcolm Noblett https://youtube.com/watch?v=MtwRrXElbjM%3Fsi%3DhsgwaUeAeGJsdFzM

Watch video
Excepted Estates Flowchart

Published 9 October 2024

Is an IHT 400 required for probate for deaths on or after 01/01/2022

Download now
Non Solidus Trust Wishes Letter Application (Legal partnership) V24.1

Published 7 May 2024

Download now
Trust Fulfilment for Deceased Clients 2

Published 22 April 2024

Trust fulfilment for deceased clients 2 webinar hosted by Malcolm Noblett

Watch video
Testimonials from David Batchelor Workshop

Published 19 February 2024

Workshop testimonials

Download now
Trust Fulfilment for Deceased Clients

Published

Trust Fulfilment for deceased Clients

Watch video
Your draft documents for approval

Published 5 January 2024

What to do when you receive your draft documents

Watch video

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