Estate Planning

Your legacy. Their future.

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Investments

Manage investments. Achieve goals.

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Pensions

Plan for a better retirement.

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Solicitors

Legal protection for your wealth.

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Legal protection for your wealth.

Specialist legal advice and services for protecting your family’s wealth, ensuring every penny possible passes down to those you love.

An individual’s legacy is a significant thing, not just the wealth, but also the memories, values and traditions that come with it. For many families, these are the foundations upon which generation after generation is built.

Whether making your own succession plans or overseeing the estate of somebody close to you, it’s important to receive proper guidance and support. As a firm of licensed solicitors, focusing on wealth management and estate planning, we can provide more than financial advice. Our legal experts can ensure family assets remain protected, secure and respectfully passed down in a manner that is beneficial to those inheriting.

Will Writing

Making a Will, with the help of our estate planning solicitors, ensures that your family can access every aspect of their inheritance in a structure befitting your wishes and best interests. We can also review your current Will to ensure it meets with changing legislation, or update your Will if your circumstances have changed, such as a marriage or divorce.

Complex Trusts & Tax Planning

Setting up the right kind of Trust for future generations can be a complicated process, fraught with potential adverse tax consequences and frequent changes in legislation. Our estate planning solicitors can actively manage everything, taking care of set-up and ongoing administration, advising on all matters regarding the growth, preservation and eventual passing of your estate.

Lasting Power of Attorney

Even with a Will in place, if an individual loses mental capacity and is no longer able to make independent decisions, it can be difficult to ensure that their express wishes will be faithfully carried out. We can help you appoint a Lasting Power of Attorney to make those decisions for you legally, minimising the potential financial and emotional implications should the worst happen.

Probate

If a loved one has recently passed away and you find yourself the executor of their estate, understanding the legal process and your responsibilities can be daunting, especially at such an emotionally impactful and challenging time. We can be there to provide as much or as little support as you need, taking the burden off your shoulders, so you can focus on what really matters.

Speak to one of our solicitors

Whether you’re thinking about your own succession plan, or you find yourself the executor of an estate, speak with one of our legal advisers today.

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Meet our Legal Team

As a licensed solicitors practice, we are proud to be one of the few wealth management companies in the UK to have an expert team of qualified legal professionals.

Client Stories

We’re always delighted to receive feedback and testimonials from our clients. Here’s what some of them have to say about working with the team.

Claim your FREE trusts book

Written specifically for the UK's over-65s, this book covers all you need to know; from planning your Will, gifting and the role of trusts, to dangers of inheriting, probate and practical exercises.

Download your FREE book now

Our Seminars

We understand that financial planning can be daunting. We also believe that people should know precisely what they can do with their estate, their investments and their savings to get the best results.

That’s why we host award-winning Public Education Seminars across the UK in a friendly, relaxed setting, so you can discover more about making the most out of your wealth and cementing a stronger financial future for you and your family.

Useful Resources

From friendly advice to useful tools, references and external sources, discover a wealth of resources at your fingertips.

Wills and Trusts
Wills & Trusts Solicitors

WILLS & TRUSTS SOLICITORS is a separate entity within the WILLS & TRUSTS WEALTH MANAGEMENT GROUP. The legal services provided by WILLS & TRUSTS SOLICITORS are not provided by WILLS & TRUSTS CHARTERED FINANCIAL PLANNERS or by any other company within the WILLS & TRUSTS WEALTH MANAGEMENT GROUP.

WILLS & TRUSTS SOLICITORS is a trading name of WILLS & TRUSTS LEGAL LIMITED, a limited liability company registered in England and Wales under number 12275796 whose registered office is at 91-92 High Street, Thame, OX9 3EH. It is authorised and regulated by the Solicitors Regulation Authority, licence number 667868, whose rules can be accessed here