Assisted Estate Planning
Assisted Estate Planning
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Estate Planning to Protect Your Family — Not Just Your Assets

Estate Planning to Protect Your Family — Not Just Your AssetsEstate Planning to Protect Your Family — Not Just Your AssetsEstate Planning to Protect 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 diverted by future remarriage, care fees, family disputes, or divorce, bankruptcy or unnecessary tax 


  • Protect vulnerable or young beneficiaries
  • Ensure a spouse or partner is financially secure


  • Reduce inheritance tax where possible


  • Avoid conflict, delays, and uncertainty for loved ones


Estate planning isn’t about paperwork.


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


For many families, the difficulty isn’t deciding whether planning is important — it’s simply knowing where to begin. 


For some families, a straightforward Will is entirely sufficient. For others, a more structured approach is needed to ensure assets are protected and intentions are properly carried out. 

 


What We Do

Clear, Structured Estate Planning - Built Around You

We work with families to structure their estate planning carefully and clearly, including: 

 

• Wills – properly structured, not generic
• Trust Planning – for protection, control, and tax efficiency
• Lasting Powers of Attorney (LPAs) – providing security if capacity is lost
• Inheritance Tax Planning – clear explanations and practical solutions
• Letters of Wishes – guidance for trustees and family members
• Planning for complex family and asset structures


Every recommendation is tailored to your circumstances.


Because effective estate planning is rarely just about documents — it’s about structuring your affairs so the right outcomes occur for your family.

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.

 A short introductory discussion to understand your situation and explore whether planning is appropriate. 

Arrange an Initial 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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