Estate Planning

Estate planning allows you to get your finances and assets in order to ensure that your family is well provided for after you are gone.

If you are interested in learning more 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 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, 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.

At Trethowans Solicitors, we understand that every individual is unique and needs bespoke estate planning guidance and advice. Contact us today to discuss your requirements with an experienced estate planning solicitor.

What is included in estate planning?

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 one’s peace of mind that the future is well planned and provided for.

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.

Estate planning also includes:

  • 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 solicitors today by calling 0800 2800 421 or by filling out and submitting our online contact form to arrange a callback.

Meet the team

Chris Pemberton

Partner

Richard Dollimore

Partner

Mihiri Gajraj

Partner

James Hammersley

Partner

Gary Pick

Partner

Claire Radigois

Senior Associate

Holly Algar

Associate

Derek Bryer

Associate

Arcadius Gregory

Solicitor

Jenny Shucksmith

Chartered Legal Executive

Paula Arnold

Trusts and Tax Practitioner

Karen Dalton

Tax Assistant

Philip Savage

Paralegal

Helen Glatter

Chartered Accountant