Assisted Estate Planning
Assisted Estate Planning
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Estate Planning That Protects Your Family - Not Just Your Assets

Estate Planning That Protects Your Family - Not Just Your AssetsEstate Planning That Protects Your Family - Not Just Your AssetsEstate Planning That Protects Your Family - Not Just Your Assets

    Clear, professional estate planning for families who want certainty, control and peace of mind - now and in the future.

 

Who We Help

You’re Probably Here Because You Want To:

  • Protect your children’s inheritance
  • Keep assets within the family bloodline
  • Navigate blended-family or second-marriage planning -
    and avoid a situation where, if one of you dies, the survivor could unintentionally disinherit the children from the first marriage
  • Protect assets from being redirected by future remarriage, care fees, family disputes, or being lost through divorce, bankruptcy or tax
  • Reduce inheritance tax where possible
  • Protect vulnerable or young beneficiaries
  • Ensure a spouse or partner is financially secure
  • Avoid disputes, delays, and uncertainty for loved ones


Estate planning isn’t about paperwork.

It’s about outcomes - and making sure your wishes are carried out exactly as intended.

 


What We Do

Clear, Structured Estate Planning - Built Around You

 We provide specialist estate planning advice and implementation, including:

  • Wills - properly structured, not generic
  • Trust Planning - for protection, control, and tax efficiency
  • Lasting Powers of Attorney (LPAs) - for peace of mind during lifetime
  • Inheritance Tax Planning - clear explanations and practical solutions
  • Letters of Wishes & Family Guidance
  • Planning for more complex family and asset arrangements
     

Every recommendation is tailored to your circumstances.

Why Clients Trust Us

Professional Standards. Personal Guidance.

Assisted Estate Planning is led by Alex Rawlinson, a member of STEP - the global professional body for trust and estate practitioners.


STEP members are trained to rigorous professional standards, covering:

  • Trust and estate planning
  • Taxation
  • Ethical practice
  • Ongoing professional development
     

This means you receive advice that is:

  • Technically robust
  • Properly structured
  • Designed to stand the test of time
     

And - just as importantly - explained in plain English.

Start With a Conversation

 If you have questions or would like clarity on whether estate planning is right for you, you’re very welcome to get in touch. 

👉 Start a Conversation

Copyright © 2026 Assisted Estate Planning - All Rights Reserved.

Assisted Estate Planning Ltd. Registered in England and Wales. 

Company no. 15594665

Registered Office: 71-75 Shelton Street, Covent Garden, London, WC2H 9JQ.

ICO Registration No. ZB675030

VAT Registration No. 464 1658 78

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