Estate Planning That Protects Your Family — Not Just Your Assets
Clear, professional estate planning for families who want certainty, control, and peace of mind.
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
- 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 unnecessary 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, practical solutions
- Letters of Wishes & Family Guidance
- Planning for Blended Families & Complex Situations
Every recommendation is tailored.
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 the highest standards in:
- 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.
