Private Client &
Estate Planning Services
Protecting what you leave for your loved ones
You’ve worked hard to provide for yourself and your family, and may well have accrued sufficient funds with the aim of not only enjoying a comfortable retirement, but also leaving an inheritance for your family. But with proposals to change the rules around pensions and inheritance tax – currently pension pots do not form part of an individual’s estate, but after April 2027 it’s proposed that they will be subject to inheritance tax (IHT) – it’s more important than ever to plan ahead, and safeguard the value of any inheritance you want to pass on.
Whether you want to know more about how Trusts and Lasting Power of Attorney can help you do that, would like to arrange your Will or simply don’t know where to start protecting your finances or estate, our experts are here to help.
Arranging Lasting Power of Attorney
Lasting Power of Attorney means someone you trust can make decisions on your behalf if you’re unable to because of a medical condition, for example. We can show you the benefits, and put it in place if you decide to proceed.
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Making a Will
A Will is essential if you want control over what happens to your estate after you die. Our experts can help you set out your wishes exactly.
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Why Severance of Tenancy may be Important
If you divorce or jointly own rental properties, Severance of Tenancy can help you control what happens to your share of a property after your death. We can show you the benefits, and help you through the process.
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Dealing with Probate & Executor Duties
Probate is often needed to administer someone’s estate after death. It’s a complex process at a difficult time, but we offer a Professional Executor Service to help support and guide you or your loved ones through it and more.
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Standard Asset Trust
A simple legal arrangement that we can set up for you, that safeguards assets like your house, savings or investments in a protected trust so you can pass them on with the minimum of delays and issues.
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Family Asset Protection Trust
Designed to protect all your assets from potential threats to your estate, such as probate costs, sideways disinheritance if you’ve remarried and Inheritance Tax, our experts an guide you through the full benefits of an FAPT.
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Protective Will Property Trust
A Protective Will Property Trust protects your home from third parties, to maximise the value of it for your loved ones after you’ve gone. We can explain the benefits in full and set one up for you.
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Gift & Inheritance Legacy Trust
This enables you to pass on your wealth efficiently, protecting your assets from risks such as remarriage, divorce or creditors. Our experts can also show you how it can greatly reduce the impact of Inheritance Tax.
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Common Intention Trust
If a property has only one name on the deeds and that person passes away, it can leave problems for the remaining partner or adult child living in the property. This protects that person’s interest in the property, and can also have tax benefits. Our experts can explain all.
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Vulnerable Persons Trust
If someone receives a large sum of money in compensation or to help cope with special needs or disabilities, it could be counted as capital and restrict access to other benefits or support. A VPT can help avoid this problem – our experts will tell you how.
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Immediate Post-Death Interest Will Trust
Known as an ‘interest in possession’ Trust, this comes into effect as soon as you pass away and gives your partner immediate support through the right to income from or use of trust assets. We can explain the benefits and set it up for you.
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