Our estate planning solicitors can advise you about inheritance tax and how it can impact your estate after death. Speak to an experienced solicitor at Trethowans today. Simply call us on 0800 2800 421 and we will be happy to answer any questions.

What is estate planning?

Estate planning enables you to get your finances and assets in order to ensure that your family is well provided for after you are gone. Estate planning is about more than just financial arrangements, though that is often a big part of it. It is about giving yourself and your loved ones peace of mind that the future is well planned and provided for.

Estate planning is about organising your assets in a tax-efficient way and making arrangements for how they will be managed and distributed after your death. This includes property, stocks and shares, life insurance, debts and any other valuable assets such as cars and paintings. For many, estate planning is about preserving wealth, ensuring children and grandchildren are provided for and/or leaving behind a donation to a charitable cause.

The first and most basic step in estate planning is making a Will to outline how you want your estate distributed after your death. However, estate planning goes further than this to include active preparations to help plan for tax obligations and establish wishes, such as guardians of children and funeral arrangements.

Why choose Trethowans?

Our estate planning solicitors understand that every individual is unique and needs bespoke estate planning advice. Contact us today to discuss your requirements with our experienced team.

Our estate planning services include:

  • Making a Will and naming an executor
  • Setting up Trusts to limit estate taxes
  • Succession planning for dependents and business
  • Taking out life insurance, IRAs and 401(k)s
  • Establishing funeral arrangements and wishes
  • Arranging for donation(s) to a charitable cause
  • Overseas estate planning
  • Planning for later life and retirement

To learn more about our estate planning services in Bournemouth, Poole, Southampton, Salisbury or Winchester, please don’t hesitate to get in touch with our experienced estate planning solicitors today by calling 0800 2800 421 or by filling out and submitting our online contact form to arrange a call back.

Answers are just a click away

Make an enquiry