Estate planning is vital to make sure your wealth is protected for future generations.

By structuring your assets in a tax-efficient way, you can make sure that your loved ones are provided for after your passing.

 

It’s never too soon to think about Estate Planning

Estate planning is a process that should be taken seriously. Most of our lives are spent collecting things and accumulating possessions, many of which have significant monetary value, while others have huge sentimental value. To keep your assets safe, it’s important to put in place as much protection as possible while you are alive. 

Life events such as buying property, marriage, divorce, having children, or the death of a loved one can add very different complexities to your Estate. 

Expert advice can help you make sense of your Estate Planning objectives and working with an Estate Planning Advisor can help you develop a unique plan to achieve them. This plan will be extensive in scope and detailed in execution, meaning that you leave as little to chance as possible.  

We help individuals and businesses navigate their way through complex issues such as:

  • Trust Management

  • Living Trusts

  • Administration of Trusts

  • High Value Estates

  • Lasting Power of Attorney

  • Wills

  • Inheritance Tax

  • Trusts & Trust Structures

  • Tax Efficient Tax

  • Succession Planning & Stewardship

  • Protecting & Preserving Business Assets

Dividing an Estate correctly

When it comes to organising your assets to future protect your wealth, knowing the difference between Wills and Estate planning is really helpful and highly advised. Estate planning is a process that everyone should take seriously, whatever your circumstances, as there will be people to think about - who you care about and who are important in your life. These are typically members of your family, partner or spouse, children, grandchildren, parents, and even friends and acquaintances.

 
 

Find the best Estate Planning experts in London

Estate Planning should be a continual process throughout all of our lives. 

Estate Planning should be reviewed periodically to ensure that your assets and wishes are safe-guarded. With reliable, honest advice you can make the right decisions to ensure your estate is bequeathed to your preferred beneficiaries.

If you need help with your Estate Planning, we can introduce you to our specialist Estate Planning Advisor in London, who will be more than happy to discuss the many questions you might have and talk through the most suitable options for you.

If you think we are the right people to partner you through your Estate Planning process, please get in touch.

Wills and Estate Planning are not regulated by the Financial Conduct Authority.