Estate Planning Services
- Wills
- Lasting Powers of Attorney (LPAs)
- Inheritance Tax (IHT) Planning
- Complex Property Tax Advice
Estate planning is about more than drafting documents—it’s about protecting your wealth, preserving your wishes, and providing clarity for the people who matter most. We provide tailored advice to help you structure your affairs tax‑efficiently, safeguard decision‑making, and pass on assets with confidence.
Why Estate Planning Matters
- Protect your loved ones: Ensure your assets are distributed according to your wishes—without unnecessary delays or complications.
- Reduce tax exposure: Proactive planning can help reduce or mitigate Inheritance Tax and other liabilities.
- Plan for incapacity: Appoint trusted people to make decisions on your behalf if you’re ever unable to do so.
- Simplify complexity: From multiple properties and business interests to international assets, we help you navigate the detail.
Our Services
Wills (Single & Mirror Wills)
A professionally drafted Will ensures your wishes are clear and legally valid.
What we cover:
- Appointment of executors and guardians
- Specific gifts, residuary provisions, and letter of wishes
- Protective structures (e.g., discretionary and life‑interest trusts)
- Coordination with beneficiary designations and existing planning
Benefits: Clarity, control, and reduced risk of disputes—plus alignment with your broader estate and tax plan.
Lasting Powers of Attorney (LPAs)
LPAs allow you to appoint trusted attorneys to make decisions if you lose mental capacity.
Types we advise on:
- Property & Financial Affairs LPA: Managing accounts, investments, property and bills.
- Health & Welfare LPA: Medical treatment, care decisions, living arrangements.
Benefits: Continuity of decision‑making, reduced administrative burden, and peace of mind for you and your family.
Inheritance Tax (IHT) Planning
We help you structure your estate to make full use of available allowances and reliefs, and to plan lifetime giving intelligently.
Areas we advise on:
- Nil‑rate band and residence nil‑rate band optimisation
- Spousal, charitable, and business reliefs (e.g., Business Relief, Agricultural Relief)
- Lifetime gifting strategies, including exemptions and PETs/CLTs
- Trust planning and family investment structures
- Reviewing ownership of life insurance and pension death benefits
- Benefits: Potentially lower IHT bills, improved liquidity for beneficiaries, and better alignment with your legacy goals.
Complex Property Tax Advice
Whether you’re a homeowner, landlord, or developer, we provide joined‑up property tax guidance.
We can help with:
- Ownership structuring (personal vs. company)
- UK property taxes (CGT, SDLT, ATED, Annual Tax on Enveloped Dwellings where applicable)
- Main residence, lettings reliefs and interaction with spousal planning
- Remortgage and equity release considerations from a tax perspective
- Non‑dom and non‑resident considerations (where relevant)
- Succession planning for property portfolios, including use of trusts and family investment companies
Benefits: Efficient ownership structures, reduced leakage through taxation, and smoother intergenerational transfer of property wealth.
Our Approach
- Discovery & Objectives – We clarify your goals, family dynamics, asset base, and timelines.
- Technical Review – We assess tax, legal and structural considerations across your estate, property, and business interests.
- Bespoke Recommendations – Clear, practical options with pros/cons, timelines, and indicative costs.
- Implementation - Drafting and coordinating documents (Wills, LPAs, trust deeds) and liaising with your solicitor, accountant, lender or investment manager.
- Ongoing Review – We keep your plan aligned with changing laws, markets, and family circumstances.
Who We Work With
- Individuals and families looking to protect and pass on wealth
- Business owners and company directors
- Landlords and property investors (single properties to multi‑asset portfolios)
- UK‑based clients with international links (in coordination with cross‑border specialists)
What You’ll Get
- Personalised advice tailored to your assets, family, and objectives
- Clear documentation and coordinated implementation
- Joined‑up planning across legal, tax, investment, and property considerations
- Ongoing support to keep your plan current and effective
Start the Conversation
Whether you’re putting your first Will in place, reviewing outdated documents, or need specialist advice on IHT and property tax, we’re here to help.
Book a confidential consultation to discuss your goals and explore the most effective options for your circumstances.
Important: Estate planning and tax rules can change, and their impact depends on your personal situation. This page provides general information and is not legal or tax advice. We recommend seeking personalised advice before taking action.