You’ve worked hard for what you have. We’ll help you plan how to pass it on to the people you love, protect the inheritance you want them to receive and decide how and when they benefit.
Book a free consultationYour home, savings and possessions represent years of work. Planning how you pass them on gives you the chance to provide for your partner, support your children and remember the people and causes that matter to you.
We’ll help you put your wishes into your will, explain how trusts can protect an inheritance and guide you through the main inheritance tax allowances. We’ll review your existing arrangements and recommend the work needed to carry out your wishes. We’ll also advise you when to speak to an inheritance tax specialist.
Book a free consultation →What you leave can make a lasting difference to someone’s life. We’ll help you think through the outcome you want and put arrangements in place to support it.
Provide for your partner, leave an inheritance to your children or grandchildren, and remember others who matter to you. We’ll help you record your wishes clearly, including particular gifts and what should happen to the rest of your estate.
An inheritance can help with education, a first home or a loved one’s ongoing needs. A will trust can arrange support over time, preserve an inheritance for children while providing for a partner, or help someone who needs support managing money.
We’ll explain the main allowances, how your family circumstances affect them and how inheritance tax fits into your estate plans. You’ll understand the questions that matter when planning what you leave.
We’ll explain our recommendations, what they achieve for your family and what they cost. Then prepare your documents, with your wishes recorded and your arrangements in place.
Start with what you own, who you want to inherit and how you want to provide for them. We’ll help you bring your will, property ownership and any trusts together, so your plans reflect the inheritance you want your children to receive.
Planning now gives you time to make those decisions and get the work completed.
Let’s talk about your family’s inheritance →We’ll discuss your home, savings and other assets, explain the main inheritance tax allowances and help you understand how your family circumstances and choice of beneficiaries affect your plans.
Yes. Helping with a house deposit, supporting grandchildren or giving someone part of their inheritance during your lifetime can all form part of your plans. We’ll discuss what you want to achieve, explain the general inheritance tax considerations and help you reflect your intentions in your estate planning arrangements.
Putting your wishes in place now gives your family clear arrangements to rely on. It also gives you time to review what you have, explore any tax questions and make decisions while you can discuss them together. As your life changes, reviewing your plans helps them continue to reflect what you want.
Book a free consultation to discuss your family, your existing arrangements and the inheritance you want to leave. We’ll answer your questions, explain how we can help and give you a clear next step.
Book a time using the button, or leave your details and we’ll get in touch.
Book a free consultation →Tell us what you’d like to arrange or ask. A few words are enough to get started.
