Estate Planning Solicitors

Protect Your Assets. Secure Your Family’s Future.

Estate planning is a crucial step in managing your wealth and ensuring your wishes are respected after you pass away. Our expert solicitor partners help you create a legally sound plan, giving you peace of mind that your loved ones and assets are well-protected. Start planning today to safeguard your legacy and provide for your family's future.

Our Estate Planning Services

Our services are comprehensive and tailored to meet your unique needs. Whether you’re drafting your first will, setting up complex trusts, or navigating inheritance tax, we provide expert guidance every step of the way.

Our services include:

Wills:

A legally binding will ensures your assets are distributed according to your wishes. Avoid family disputes and have your intentions clearly documented.

Trusts:

Protect and manage your wealth with customisable trust structures, providing long-term security and financial benefits for your beneficiaries.

Inheritance Tax Planning:

Maximise the amount passed on to your beneficiaries by reducing the tax burden on your estate through strategic inheritance tax planning.

Lasting Power of Attorney (LPA):

Appoint someone you trust to make important decisions on your behalf if you lose mental capacity. We can assist with setting up both Health and Welfare LPAs and Property and Financial Affairs LPAs.

Probate & Estate Administration:

We manage the legal process of administering your estate, ensuring your wishes are honoured and the process runs smoothly.

Advance Decisions (Living Wills):

Make your preferences for medical treatment known and legally binding, giving you control over your healthcare even when you cannot communicate your wishes.

Why Choose Us?

Choosing the right solicitor for estate planning is vital. Here’s why clients trust us:

Expert Solicitors:

Our experienced solicitor-partners specialise in estate planning law, ensuring your documents are legally robust and tailored to your needs.

Personalised Advice:

We take the time to understand your unique personal and financial circumstances, crafting an estate plan that suits you.

Clear and Simple Process:

We explain every step in simple terms, making the complex process of estate planning straightforward and stress-free.

Transparent Pricing:

With no hidden fees, we provide clear, competitive pricing. You’ll know exactly what you’re paying for at every stage.

How It Works

We make estate planning easy and hassle-free. Here’s what to expect:

• Initial Consultation: Begin with a free, no-obligation consultation where we discuss your assets, needs, and wishes.
• Tailored Plan: Receive personalised advice and a comprehensive estate plan based on your unique circumstances.
  
• Document Preparation: Our solicitor partners draft all necessary documents, including wills, trusts, and LPAs.
  
• Review and Finalise: You’ll have the opportunity to review your estate plan and request any adjustments before finalising.
  
• Ongoing Support: Life changes—so should your estate plan. We’re here to help you update your documents as needed.
  

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Frequently Asked Questions

What is estate planning, and why is it important?

Estate planning involves preparing legal documents that outline how your assets will be distributed and managed after your death or if you become incapacitated. It ensures your wishes are followed, protects your loved ones from legal complications, minimises inheritance tax, and helps avoid disputes. Proper planning can also provide for vulnerable family members and ensure long-term financial security.

What happens if I don’t have an estate plan?

If you pass away without an estate plan, your assets will be distributed according to the rules of intestacy, which may not align with your wishes. This could result in unintended beneficiaries or disputes among family members. Additionally, not having a plan in place could mean that higher inheritance taxes are levied on your estate, reducing the amount passed on to your loved ones.

What documents are typically included in an estate plan?

An estate plan may include various documents, such as:

• A will to specify asset distribution
• Trusts for asset protection and management
• Lasting Powers of Attorney (LPA) for healthcare and financial decisions
• Advance decisions (living wills) for medical treatment preferences
• Letters of wishes providing guidance to executors and trustees

How can I minimise inheritance tax with estate planning?

Estate planning can help reduce inheritance tax through strategies such as:

• Making lifetime gifts to beneficiaries
• Setting up trusts to protect assets from tax
• Charitable donations, which can reduce the tax rate
• Tax-efficient investments, such as ISAs and pensions Our solicitors can provide tailored advice to help maximise the amount passed on to your beneficiaries.

What is a Lasting Power of Attorney (LPA), and why is it needed?

A Lasting Power of Attorney allows you to appoint someone to make decisions on your behalf if you lose mental capacity. There are two types:

• Health and Welfare LPA: Covers medical treatment and living arrangements
• Property and Financial Affairs LPA: Manages finances, property, and other assets An LPA ensures that your affairs are handled according to your wishes if you're unable to make decisions.

Can I update my estate plan if my circumstances change?

Yes, it's essential to update your estate plan whenever significant life events occur, such as marriage, divorce, having children, or acquiring substantial assets. Regularly reviewing and updating your documents ensures that your estate plan remains in line with your current wishes and legal requirements.

What is probate, and is it always required?

Probate is the legal process of administering a deceased person's estate, including distributing assets according to the will (or intestacy rules if no will exists). It may not be required for smaller estates, but larger estates or those with complex assets will typically need to go through probate. Our solicitors can guide you through the probate process and handle the legalities on your behalf.

What is the difference between a will and a trust?

A will is a legal document specifying how your assets should be distributed upon your death, while a trust is a legal arrangement that allows you to transfer assets to a trustee to manage on behalf of beneficiaries. Trusts can offer more control over how assets are distributed, provide tax benefits, and protect vulnerable beneficiaries. Both can be used together in an estate plan.

How does estate planning differ for blended families?

Blended families may have more complex estate planning needs due to multiple marriages, children from previous relationships, and stepchildren. Careful planning is required to ensure that all loved ones are fairly provided for, and any potential disputes are minimised. Solutions may include trusts, life insurance policies, and clearly outlining intentions in wills.

Is it possible to plan for digital assets in my estate plan?



Yes, digital assets like online accounts, social media profiles, and cryptocurrencies can be included in your estate plan. It’s essential to leave instructions on how to access these assets, who should manage them, and whether they should be passed on, archived, or deleted. Our solicitors can help you integrate digital assets into your estate planning strategy.