Estate Planning & Wealth
Estate planning and inheritance tax guidance for families, homeowners and business owners across England & Wales, considered around your circumstances.
Our Services
Elements of protecting and passing on your estate, coordinated by advisers who consider the tax alongside the law.
Single, mirror and trust wills, drafted to reflect your wishes and help provide for your beneficiaries.
Learn moreLifetime and will trusts that may help protect assets from probate, creditors, divorce and tax, depending on your circumstances.
Learn moreConsidered use of gifting, reliefs, trusts and pensions that may help reduce a future inheritance tax liability.
Learn moreProperty & financial and health & welfare LPAs, prepared and submitted for registration on your behalf.
Learn moreConsidered planning that may help limit the impact of later-life care fees on your estate, subject to your circumstances.
Learn moreProbate and estate administration support, handled with care and a clear approach to fees.
Learn moreOur Approach
Estate planning often stops at the legal documents. We aim to look at the numbers too, considering your inheritance tax position alongside the drafting, so the plan is set up with tax in mind as well as the law.
The Frozen Threshold
The nil-rate band is frozen until 2030, while many estate values continue to rise. As a result, more families may find themselves affected by inheritance tax, which is why some choose to consider planning earlier.
Discuss your positionHow It Works
We aim to understand your family, assets and wishes in a confidential consultation.
We review your position and set out options, with fees agreed before we proceed.
We prepare the documents and, where needed, submit them for registration.
Reviews are available as your circumstances and the rules change over time.
Insights
Plain-English thinking on estate planning, inheritance tax and passing on wealth.
Inheritance TaxThe nil-rate band, residence nil-rate band and how the freeze affects your estate.
Estate PlanningHow wills and trusts can work together to help provide for beneficiaries and manage tax.
Power of AttorneyWhat can happen if it is left too late, and what an LPA may cover.
