Estate Planning, Wills and Trusts Advice and Support

Emotions can run high when considering and planning your estate. There is a fine line between doing the right thing for your family and finding peace of mind for you. We know that this area of financial planning needs care and tact to ensure that your wishes will be properly fulfilled throughout your life and beyond.

Inheritance is a topic many prefer to avoid discussing. However, over the years we have helped thousands of families with the complexities of properly bequeathing an estate. The cornerstone of any estate planning is a valid Will, which gives you peace of mind and guidance to your family when the time comes. A Will ensures that your assets pass on to your loved ones as you wish them to and we can guide you through setting up a properly tax-efficient UK Will for when the time comes.  We can also act as an executor, dealing with the day-to-day administration of an estate when the time comes.

As part of your estate planning, we are also able to advise on the creation of trusts and can put into place any documentation needed to ensure that your financial affairs are properly administered in the event you or your loved ones lose the capability to make fully informed financial decisions.

Lasting Power of Attorney (LPA)

A Lasting Power of Attorney (LPA) allows you to nominate another person to deal with your affairs should you become unable to do so, whether through illness, injury or simply being in another country. The LPA is something more and more people are opting to put into place. This is because of longer life expectancies, more adventurous lifestyles and the international lives many people now lead. We have extensive experience in this area and can also act as your Attorney, if and when needed.

To discuss estate planning for your circumstances, call +44 (0)1903 231545 or contact us.

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