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Preserve what matters with thoughtful estate planning

We recognise that your estate represents more than assets — it reflects a lifetime of hard work, dedication, and achievement.

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 to request a callback. A member of our expert team will be in touch shortly.

Free initial telephone consultation
Dedicated solicitor throughout
STEP-recognised estate planning specialists
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Request a call back to discuss your requirements

Want to speak to us now? Call us on 01332 226 162.

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.

Our experienced solicitors work closely with you to plan for the future — whether that means setting out your wishes after death or preparing for a time when you may no longer be able to make decisions. We help protect your interests, reduce exposure to Inheritance Tax, and ensure a smoother administration process for your loved ones.

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. We also manage probate matters for foreign-domiciled clients, as well as UK-domiciled clients with overseas assets.

Throughout the process, we ensure your wishes are clearly documented and legally protected.

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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