Preserving Your Family’s Wealth — Now and for the Future
We help families plan ahead with clear, tax-efficient strategies that protect what matters most — across generations
We help families plan ahead with clear, tax-efficient strategies that protect what matters most — across generations
Many clients come to us at key life moments — when planning ahead suddenly feels urgent:
Many clients come to us at key life moments — when planning ahead suddenly feels urgent:
No matter the reason, most clients want the same thing:
👉 Peace of mind that everything is in order and their loved ones are protected.
Our clients value:
David & Susan — Retired Couple in Their 60s
Own their home and investments. With one child divorced, they want to ensure an inheritance is fairly and securely passed on — while avoiding future disputes.
Angela — Business Owner, Age 55
Recently widowed. She wants to secure her estate for her children while keeping options open. Interested
David & Susan — Retired Couple in Their 60s
Own their home and investments. With one child divorced, they want to ensure an inheritance is fairly and securely passed on — while avoiding future disputes.
Angela — Business Owner, Age 55
Recently widowed. She wants to secure her estate for her children while keeping options open. Interested in using trusts and powers of attorney to stay in control.
Many families want more than just a basic Will. They want to protect what they’ve built — not just for their children, but for generations to come.
That’s where the Assisted Estate Planning Strategy comes in.
Whether your wealth is in property, savings, pensions or a business, this strategy helps secure it — now and in the future.
We use a powerful, flexible combination of legal tools — carefully tailored to your goals:
Together, these form a lasting estate planning framework — one that grows and adapts with you.
We partner with Solidus Independent Estate Planning Ltd, one of the UK’s leading providers of estate planning services.
We believe estate planning shouldn’t feel overwhelming.
Here are clear, jargon-free answers to help you make confident, informed decisions.
A Will sets out who should inherit your assets after you die — but it only takes effect after probate and offers no protection in the meantime.
A Trust can protect assets immediately, during your lifetime and after death — helping to shield your estate from risks like care fees, remarriage, or family conflict.
Yes. A Will only covers what happens after death.
A Lasting Power of Attorney (LPA) ensures someone you trust can act on your behalf if you lose mental or physical capacity during your lifetime.
Potentially, yes — with the right planning in place early enough.
Certain types of Trusts can help ringfence your home and other assets, though the rules are strict. We’ll help you navigate these carefully and ethically.
It depends on the complexity of your situation and the tools used (e.g. Trusts, LPAs).
We always provide transparent, fixed-fee quotes — no hidden charges, and no pressure.
Absolutely. Our solutions are designed to be flexible and future-proof, with options to amend your planning as your circumstances or goals change.
That’s a great start — but we often build on existing Wills to add more protection.
We’ll review your current arrangements and highlight any gaps or risks.
👉 Still have questions? [Read More and get in touch — we’re happy to help.]
If you have any questions about our services, please get in touch.
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