Estate Planning, Wills and Trusts

Estate Planning Advice

People spend a lifetime building their wealth and their assets but can give little thought to what happens to those assets after they pass away. Effective Estate Planning can ensure that you retain an influence over what happens to your Estate when you’re no longer around.

The planning includes setting up a clear representation of your final wishes around money, property & possessions. Ensuring that it is protected and preserved for your loved ones.

Protect your legacy with Estate Planning

Estate Planning Advice

Control

Have control over what happens to your assets when you pass away.

Estate Planning Advice

Security

Ensure your most important assets remain with your loved ones or chosen beneficiaries.

Estate Planning - wills & trusts

Relief

Live your life with peace of mind, knowing that you have a plan in place.

Protect your estate, protect your legacy

Speak to an Adviser today.

What does Estate Planning involve?

Our service is made up of several different areas, with the main four areas being Wills, Inheritance Tax Planning, Trusts, and Power of Attorney. These areas together will ensure that the right legal structures are in place and your assets will go exactly where you want them to.

Will Writing Service

Will Writing Service

A personal Will writing service that sets out what happens to your estate after you pass away.
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Trusts & Estate Planning

Trusts

A trust is a beneficial method of securing and managing your financial assets during uncertain circumstances.
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Inheritance Tax Planning - Brunsdon Financial

Inheritance Tax Planning

Inheritance Tax Planning is the process of calculating what your estate is worth to plan your finances in the most tax-efficient way.
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Bloodline Planning

Bloodline Planning

Protect your assets for the next generation by ensuring that your property, money and possessions fall into the right hands.
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Planning for care home Fees

Planning for care home fees

Care home fees can be huge depending on the facilities and location of the home so important planning is essential.
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Probate & Estate Administration

Probate & Estate Administration

Ease the administrative burden from your loved ones when you pass away. Allow us to guide them through the whole process.
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Power of Attorney

Power of Attorney

A Power of Attorney gives you peace of mind that someone you trust is in charge of your affairs, should you be unable to.
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Estate Planning for Business Owners

Estate Planning for Business Owners

Most business owners don’t consider estate planning until it’s too late - a clear succession plan can keep the business in the family.
Learn more

Download our brochure

Download our brochure to find out how we can help you protect your legacy.

Meet our Estate Planning team

Duncan Edwards

Estate Planning Adviser
01452687182

Amanda Chambers

Estate Planning Administrator
01452687181

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