Estate Planning, Wills and Trusts
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
Control
Have control over what happens to your assets when you pass away.
Security
Ensure your most important assets remain with your loved ones or chosen beneficiaries.
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
Trusts
Inheritance Tax Planning
Bloodline Planning
Planning for care home fees
Probate & Estate Administration
Power of Attorney
Estate Planning for Business Owners
Download our brochure
Download our brochure to find out how we can help you protect your legacy.
Meet our Estate Planning team
Bella Legard
