Protect your assets with Estate Planning
Will Writing and asset protection services. Get your free quote today.
- Will Writing
- Inheritance Tax Planning
- Lasting Power of Attorneys
- Care Fees Protection
- Trusts
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How it works
Answer a few questions
Tell us a bit about your situation – your goals, family and assesets – through a quick and secure online form.
Match with an adviser
Based on your answers, we’ll connect you with a vetted estate planning professional who fits your needs
Get your free first consultation
Get a free, no-obligation consultation and get personalised guidance on your estate plan.
Key Benefits
Estate planning puts you in control – protecting your assets, reducing taxes, and ensuring your loved ones are cared for. Most importantly, it gives you peace of mind for the future.
Peace of Mind
Knowing your affairs are in order provides comfort and security for you and your loved ones.
Asset Protection
Ensures your assets are distributed according to your wishes while minimizing legal disputes.
Avoiding Probate
Proper estate planning can help your heirs avoid a lengthy and costly probate process.
Minimising Taxes
Reduces estate, inheritance, and gift taxes through strategic planning.
Providing for Loved Ones
Ensures financial security for your family, including minor children, dependents, and special needs individuals.
Business Continuity
Helps with smooth succession planning for business owners to ensure their company continues to operate efficiently.
Why Choose Us?
We take the time to understand both your financial goals and your family situation. This allows us to provide inheritance tax (IHT) and estate planning guidance that’s carefully tailored to your individual needs.
Our experts are here to support you in preserving your wealth and passing it on in the way you intend. Get a free, no obligation consultation.
Frequently asked questions
Estate planning is the process of arranging for the management and distribution of your assets after your death or if you become incapacitated. It typically involves creating a will, setting up trusts, assigning powers of attorney, and more.
Yes. Estate planning isn’t just for the wealthy. It helps ensure your wishes are carried out, your loved ones are protected, and legal or financial complications are minimized, regardless of your asset level.
A will outlines how your assets will be distributed after your death, while a trust can hold and manage assets during your lifetime and after. Trusts can also help avoid probate and offer more privacy and control.
You should review your estate plan every 3–5 years, or after major life changes such as marriage, divorce, having children, or significant changes in assets.
Inheritance Tax (IHT) may apply to your estate if its value exceeds £325,000 – the current nil rate band. Anything above this threshold could be taxed at 40%, and this is typically paid by those who inherit your estate (excluding your spouse or civil partner). Tax rules can change, and individual circumstances will always affect how IHT is applied.
Estate planning is about making sure your assets are transferred in line with your wishes – during your lifetime and after. It’s not just about passing on wealth, but doing so in a way that’s as tax-efficient as possible.
A key part of this is managing any potential IHT liability. Planning ahead can help you reduce the impact of this tax and give you greater control over your financial legacy.
Our estate planning professionals work with you to ensure your financial security now and in the future – even in the face of unexpected changes. We aim to give you the peace of mind needed to make well-informed decisions.
We can help you and your family with:
- Estimating and managing inheritance tax exposure
- Making full use of tax allowances and exemptions
- Understanding the value of your estate
- Identifying how much you can afford to gift or spend
- Structuring gifts to family or charities
- Setting up and managing trusts
Get your free, no obligation quote today