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Our Estate Planning Services

We offer a comprehensive range of estate planning services designed to protect your assets, secure your family's future, and give you peace of mind.

Wills

Secure your legacy by ensuring your estate is distributed according to your precise wishes with a legally valid Will. Without one, statutory rules determine how your assets are divided.

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Lasting Power of Attorney

Appoint a trusted individual to manage your financial and health affairs if you become unable to do so yourself. This essential legal document provides security and peace of mind for your future.

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Business LPA

Protect your business interests by appointing trusted individuals to make decisions about your business if you become incapacitated. This specialized LPA ensures business continuity and safeguards your commercial legacy.

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Advance Decisions

Record in writing the medical treatments you would want to refuse if you could no longer speak for yourself, in a document that is legally binding on those treating you when it is valid and applies.

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Life Interest Wills

A will structure that gives your surviving partner a home and an income for life, while the capital is preserved for the children or other beneficiaries you have chosen.

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Trusts

Safeguard your assets, provide for your loved ones, and prevent potential complications through customized trust arrangements tailored specifically to your family's circumstances.

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Property Trusts

Protect your half of the family home so it passes to your chosen beneficiaries. We handle the severance of the joint tenancy and the will trust that goes with it.

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Personal Injury Trusts

Ring-fence a compensation payout so it is disregarded for means-tested benefits and care funding assessments, while you keep control of how the money is used.

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Family Asset Protection Trusts

Hold family wealth in trust for the generations that follow. The arrangement is designed to help keep assets in the bloodline and reduce their exposure to remarriage, divorce or a beneficiary bankruptcy.

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Discretionary Trusts

Trustees you choose decide how and when each beneficiary benefits, guided by your letter of wishes, so the arrangement can adapt as your family changes.

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Vulnerable Persons Trusts

Provide for a disabled or vulnerable loved one in a way designed to protect their means-tested benefits and care funding, with trustees who know them well.

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Bereavement and Probate

We hold your hand every step of the way. Our package covers the death paperwork, valuing the estate, the grant of probate, HMRC forms, keeping relatives updated and distributing the estate.

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Not Sure What You Need?

Our experts can help you determine which services are right for your specific circumstances. Contact us today for a free consultation.

Call 0800 048 7320