Our estate planning services can include:

        •       Inheritance Tax planning – structuring your estate to reduce liability where possible.

        •       Trusts – creating flexible solutions to protect and control how assets are passed on.

        •       Wills & succession planning – ensuring your wishes are clearly set out and up to date.

        •       Lasting Power of Attorney (LPA) – provides peace of mind during long term ill health.

        •       Gifting strategies – passing on wealth during your lifetime in a tax-efficient way.

We provide independent advice tailored to your personal circumstances, helping you make informed decisions that protect your wealth and your family’s future.

Estate Planning FAQ

1. What is estate planning and why is it important?

Estate planning is the process of arranging how your assets will be managed and distributed after your death. It ensures your wishes are respected, reduces potential tax liabilities, and protects your family’s financial future.

2. Do I need a will?

Yes. A valid will is the foundation of any estate plan. It clearly sets out how your assets should be distributed and can help avoid disputes.

3. What is a trust and how can it help?

A trust is a legal arrangement where assets are held by one party for the benefit of others. Trusts can protect assets, provide flexibility in how they are passed on, and help with tax planning.

4. How can I reduce inheritance tax?

There are several strategies, including investments, lifetime gifts, trusts, and careful structuring of your estate. Each approach depends on your circumstances, and we provide tailored advice to maximise efficiency.

5. Can estate planning change during my lifetime?

Absolutely. Your estate plan should be reviewed regularly, especially after life events like marriage, divorce, or significant changes in assets.

6. Do I need a solicitor for estate planning?

We often work alongside solicitors to ensure your estate plan is legally sound.

7. Can I include charitable giving in my estate plan?

Yes. We can help structure gifts to charities in a tax-efficient way, allowing you to support causes you care about while also reducing inheritance tax.

8. How do I get started?

The first step is a confidential discussion to review your circumstances, goals, and options. From there, we create a tailored plan that protects your wealth and your family’s future.