Estate planning

Estate planning and tax advice

Life rarely stands still for long. There’s always something new: a house move, a promotion at work, a new baby. Or perhaps something less welcome like a relationship problem, the diagnosis of an illness or the death of a loved one.

That’s why it’s so important to put in place the right arrangements to provide for yourself and the people you care about for when the unexpected happens.

Planning now for what will happen to your assets and family after your death can give you peace of mind that you have done the right thing and not left things to chance. It is one of the more important things you can do during your life.

Planning for what will happen to you and your assets if you cannot make decisions for yourself is just as important. It’s also something that is ignored by the vast majority of people.

Estate planning allows you to choose what you want to happen during your lifetime and after your death. It can make the lives of you and your loved ones so much easier. It can also preserve family wealth so it passes down the generations, rather than be lost to Inheritance Tax or other potential ‘wealth reducers’ such as divorce or residential care fees.

Working with your solicitor, or our own recommended private client lawyers, we can help you put your affairs in order and give you the peace of mind that you have done the best you can for yourself and your family.

How we can help:

  • Making a Last Will and Testament
  • Lasting Power of Attorney
  • Inheritance Tax planning

Related services:

The value of investments can go down as well as up and you may get back less than the amount invested.

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