Estate Planning

What is Estate Planning?

Estate Planning Services can be defined as passing your estate to the people that matter to you in the most effective way.

In the past, inheritance tax planning was an activity confined to the rich, however, this is no longer the case. Even people with a relatively modest level of assets now need to plan ahead to ensure that their assets are passed on to their loved ones as efficiently as possible. In a world with changing family structures, changing legislation and care home fees, having an overall plan is essential to wealth preservation.
What we offer within our Estate Planning Services is a free consultation on your individual situation which enables us to advise you of what options you have to address your concerns and circumstances.
Without proper planning after death there can be problems and higher costs for your family and friends. Those with larger estates should obviously be especially sure that their assets are distributed according to their wishes in order to protect their wealth for future generations.

I am interested in Estate Planning Services. What area do you cover?

Private Will Services is based in Chandlers Ford, Eastleigh, just outside Southampton in Hampshire. We are happy to visit you at your home within approximately 25 miles of Southampton. We can also work with your financial advisor or accountant and have access to a wider group of tax and legal specialists to offer solutions for large estates and businesses.

If you would like to find out more about our estate planning services, please call us today on +44 (0)23 8007 0169, or email us at [email protected]

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