“Preserving family wealth through structure, not sentiment.”
“A legacy that isn’t guarded is already gone.”
“A legacy that isn’t guarded is already gone.”
Many of our clients come to us at key life moments — when the need for planning becomes clear, and peace of mind becomes a priority:
Many of our clients come to us at key life moments — when the need for planning becomes clear, and peace of mind becomes a priority:
No matter the reason, most people want the same thing:
👉 Reassurance that everything is in order — and their loved ones are protected.
The families we work with are looking for more than just a Will.
They want clarity, protection, and confidence that they’re doing the right thing for the people they care about most.
Here’s what they value:
✅ Passing on wealth to the right people, in the right way — with protection built in
✅ Safeguarding loved ones from care fees, divorce,
The families we work with are looking for more than just a Will.
They want clarity, protection, and confidence that they’re doing the right thing for the people they care about most.
Here’s what they value:
✅ Passing on wealth to the right people, in the right way — with protection built in
✅ Safeguarding loved ones from care fees, divorce, or future claims
✅ Avoiding family disputes through a clear, legally sound plan
✅ Creating a lasting legacy that supports children and grandchildren
✅ Receiving personal, practical, and jargon-free advice — not a sales pitch
👩🤝👨 David & Susan — Retired Couple in Their 60s
David and Susan own their home and some modest investments.
One of their children is divorced, and they’re concerned about how inheritance might be treated in the future.
They want to ensure their estate is passed on fairly and securely, while reducing the risk of family disputes or c
👩🤝👨 David & Susan — Retired Couple in Their 60s
David and Susan own their home and some modest investments.
One of their children is divorced, and they’re concerned about how inheritance might be treated in the future.
They want to ensure their estate is passed on fairly and securely, while reducing the risk of family disputes or claims later on.
🏢 Angela — Business Owner, Age 55
Recently widowed, Angela wants to ensure her estate is protected for her children — while keeping control over her assets during her lifetime.
She’s particularly interested in using trusts and Powers of Attorney to retain flexibility, minimise tax, and avoid potential complications in future care decisions.
👉 If any of these situations sound familiar, we’d be happy to talk through your options.
📅 [Book a Discovery Meeting]
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.
“The illusion of wealth is comfort. The reality of wealth is strategy.”
✅ To protect the family home, savings, and investments from future risks
✅ To preserve inheritance across generations — not just pass it on once
✅ To plan with confidence using a structure that adapts to life’s changes
✅ To keep wealth within the family, protected from care fees, divorce, or remarriage
Whether your assets are in property, savings, pensions or a business — this strategy helps secure them now and for the future.
“We don’t just help you pass on assets. We help you design systems that protect them.”
We use a powerful and flexible combination of legal tools, tailored to your personal and family goals:
Together, these form a robust, lasting estate planning framework — one that grows with your family and adapts over time.
We partner with Solidus Independent Estate Planning Ltd, one of the UK’s most respected estate planning providers.
👉 Want to know how this strategy could work for your family?
📅 [Book a Free Discovery Meeting]
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. “A trust is not a loophole — it’s a fortress.”
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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