Estate Plan Office

Description

We guide you through the estate planning process with compassion and expertise. Our private client services extends beyond traditional estate planning to include: Core Services Wills: • Drafting wills to ensure assets are distributed according to your wishes • Appointing executors and guardians • Minimising inheritance tax Trusts: • Creating various types of trusts to protect assets and provide for beneficiaries • Minimising inheritance tax • Protecting assets from care fees Lasting Powers of Attorney (LPAs): • Appointing trusted individuals to make decisions on your behalf • Ensuring your wishes are respected, even if you become incapacitated Specialised Services Vulnerable Beneficiaries: • Protecting the interests of vulnerable beneficiaries, including children with SEND • Setting up trusts for vulnerable individuals • Appointing suitable guardians and trustees Inheritance Tax Planning: • Minimising inheritance tax liability through strategic planning • Utilising exemptions and reliefs Estate Administration: • Probate applications • Asset valuation and distribution • Dealing with HMRC Charitable Giving: • Setting up charitable trusts • Maximising tax benefits Business Succession Planning: • Business asset protection • Business continuity planning • Exit strategies International Estate Planning: • Cross-border estate planning • Dealing with foreign assets and tax implications Property Planning: • Protecting property assets • Ensuring smooth transfer of property ownership Family and Divorce: • Protecting assets in divorce proceedings • Providing for children’s needs • Ensuring fair distribution of assets

Financials