This page provides background information about the team behind MP Estate Planning UK Ltd. The Company is an estate planning consultancy registered in England and Wales (Companies House number 14774020) and works alongside regulated professionals on matters that require regulated advice. Details of those professional partners are set out at the end of this page.
Mike Pugh — founder
Mike Pugh is the founder of MP Estate Planning UK Ltd. He has worked in the UK estate planning sector for over a decade.
Mike’s Companies House appointments are publicly recorded and may be reviewed via the Companies House officers register.
Mike is the day-to-day point of contact for many of the Company’s clients and is responsible for the Company’s general approach to client consultations and the Company’s relationships with the regulated firms it works alongside.
What Mike does — and does not — do
Within the Company, Mike provides general information and consultancy on estate planning matters. Mike is not a solicitor, is not a Chartered Tax Adviser, and is not authorised by the Financial Conduct Authority. Where a client’s matter requires regulated legal, tax or financial advice, Mike makes the relevant introduction to the appropriately regulated professional (see below) and the regulated professional carries out the regulated work.
The Company’s wider team
The Company employs a small in-house consultancy team supporting Mike. Day-to-day responsibilities of the in-house team include client intake and scheduling, preparation of consultation materials, and co-ordinating documentation between clients and the regulated firms the Company works with.
The Company does not employ in-house solicitors, Chartered Tax Advisers or FCA-authorised financial advisers. Where work for a client requires any of those professions, the Company introduces the client to one of the partner firms named below.
Regulated professional partners
The Company works with the following regulated professionals on client matters that require regulated advice:
SRA-regulated solicitors
The Company works with Feakes & Co Ltd, a firm regulated by the Solicitors Regulation Authority (SRA number 654837). Feakes & Co Ltd is responsible for any work that requires an SRA-regulated solicitor, including the drafting of certain legal documents and the giving of regulated legal advice. Feakes & Co Ltd’s regulatory status, professional indemnity insurance and any disciplinary history are matters of public record on the SRA register.
Chartered Tax Advisers
For matters that require specialist tax advice — including more complex inheritance-tax planning, business and agricultural property relief, lifetime gifts above the annual allowance, and certain trust taxation issues — the Company introduces clients to Chartered Tax Advisers (CTAs) who are members of the Chartered Institute of Taxation.
FCA-authorised financial advisers
For matters that require regulated financial advice — including advice on investments, pensions, and certain insurance products such as whole-of-life cover written in trust to fund an inheritance-tax liability — the Company introduces clients to advisers authorised by the Financial Conduct Authority. Authorised advisers can be verified on the FCA Register.
Verifying the team and partners
The Company encourages prospective clients to verify the registrations and regulatory status of any party involved in their work. This includes Mike, the Company, and the regulated firms named on this page. Free verification is available via:
- Companies House — Company number 14774020 (MP Estate Planning UK Ltd) and Mike’s officer appointments.
- SRA register — Feakes & Co Ltd, SRA number 654837.
- FCA Register — any FCA-authorised adviser introduced by the Company.
Contact
Initial consultations are offered at no charge and can be arranged via:
- Phone: 0117 440 1555
- Email: answers@mpestateplanning.uk
- Office: Pill Road, Abbots Leigh, England, BS8 3RA