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Protecting your investment

With thoughtful planning, you can ensure your property, investments, valuables, and savings are passed on exactly as you wish, to the people who matter most.

To begin putting your affairs in order, simply complete the form, and a member of our expert team will be in touch shortly.

Contact our Estate Planning Solicitors today.

Over a century of experience
Dedicated solicitor throughout
STEP-recognised estate planning specialists
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How can we help? Contact us today to discuss your requirements.

At Flint Bishop, our Estate Planning Solicitors provide advice across every stage of later life planning, estate planning and estate administration. Our STEP-recognised solicitors bring extensive experience in structuring estates to align with your personal and financial goals.

We understand that every client’s situation is unique. Whether you need clarity on asset distribution, protection for vulnerable beneficiaries, or a bespoke trust arrangement, we offer tailored advice that reflects your long-term intentions.

These decisions are rarely just about paperwork. They can involve family relationships, financial security, vulnerable loved ones, property, tax, business succession and deeply personal wishes for the future. We will take time to understand what matters to you, explain your options in plain English and help you make informed decisions with care and confidence.

We regularly advise on the administration of high-value estates and tax planning for high-net-worth individuals. Our work often involves business assets and agricultural property, with particular expertise in Inheritance Tax, business succession planning, and the taxation of lifetime giving.

With Estate Planning Solicitors in Birmingham, Derby, Leeds, Sheffield, Swansea and York, Flint Bishop supports clients across England and Wales. Our private client team is recognised as one of the leading teams in the Midlands, with several members acknowledged by leading legal directories and accredited as specialist legal advisers for elderly and vulnerable people, their families and carers.

Throughout the process, we ensure your wishes are clearly documented and legally protected. Contact us and we will help you understand what to do next.

Our estate administration fees

For details of our fees and services in relation to estate administration, please click on the relevant drop-down option on our Pricing page which can be viewed here.

1
Step One

Review your assets

Auditing your estate can reveal more than expected. We help confirm what you own, its value, and how it's held—building a clear picture of your assets.
2
Step Two

Decide your beneficiaries

Choosing who inherits your estate is a major decision. We guide you through it so your wishes are clear and confidently made.
3
Step Three

Write your will

Your will is central to your estate plan. It sets out who receives what and when—crafted carefully to reflect your final wishes.
4
Step Four

Create a lasting power of attorney

A lasting power of attorney protects both you and your estate if you lose capacity. We ensure your attorneys act in line with your best interests.
5
Step Five

Create a trust

Trusts help protect assets, manage tax, and support loved ones. We advise you on suitable structures to match your goals.
6
Step Six

Minimise your inheritance tax liability

Inheritance tax planning helps protect your estate from unnecessary tax, ensuring more of your wealth goes to your chosen beneficiaries.
7
Step Seven

Store your documents

Keep your will, LPA, and other key documents safe and accessible. Make sure your executors know where to find them to avoid delays or disputes.
8
Step Eight

Review regularly

Life changes—so should your estate plan. We recommend reviewing it after major events such as marriage, divorce, births, or changes to your assets.

Can I do my own estate planning?

While it is possible to create an estate plan on your own, the process involves legal and tax complexities. Professional advice helps ensure your plan is valid, comprehensive, and accurately reflects your intentions.

Does estate planning only cover what happens after death?

No. Estate planning also covers situations such as loss of capacity, ensuring that decisions about your finances and care are made by trusted individuals.

Why is estate planning important?

It ensures your assets are distributed according to your wishes, minimizes tax liabilities, avoids court involvement, and protects your loved ones from uncertainty.

Who benefits from estate planning?

It benefits you, your family, and your beneficiaries. It provides peace of mind and gives your loved ones clarity, direction, and protection.

What should I consider when estate planning?

Your assets, debts, family circumstances, potential tax liabilities, future care needs, and the individuals you trust to carry out your wishes.

What’s the difference between estate planning, a will, a trust, and a power of attorney?

Estate planning is the overall strategy.

  • A will specifies who receives your assets after you pass away.
  • A trust holds assets for others, often for tax benefits or protection.
  • A lasting power of attorney appoints someone to make decisions for you if you lose mental capacity.

Can I still estate plan without a partner or children?

Yes. Estate planning is important regardless of your family situation. It ensures your assets go where you want and that your care wishes are respected.

Can estate planning reduce nursing home costs?

In some cases, careful planning—particularly regarding trusts and asset ownership—can help limit the impact of care fees, but this is a complex area that requires tailored advice.

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