Welcome to Cheshire Estate Planning

Wills and Testamentary Services

• Will Drafting: creating a will that reflects your wishes, ensuring that your assets are distributed according to your desires.

• Will Amendments: If there are any changes in your life, such as a marriage, birth, or significant financial change, this can be amended accordingly.

• Will Reviews: Full in depth review of any wills in place and expert advice in line with your current and future needs.

Trusts

• Family Trusts: A family trust is often used to manage and protect assets within the family, especially for vulnerable beneficiaries, such as children or relatives with disabilities.

• Discretionary Trusts: Creating trusts where trustees have discretion in distributing assets among beneficiaries. This is useful for families with complex needs or situations.

• Asset Protection Trusts: Protect your wealth from potential future claims, such as divorce, bankruptcy, or lawsuits.

Inheritance Tax Planning

• Tax-Efficient Strategies: Providing tailored advice to reduce inheritance tax through gifting, trusts, and other financial strategies.

• Exemptions and Reliefs: Enabling you take full advantage of available exemptions and reliefs such as the nil-rate band, residence nil-rate band, and business relief.

• Lifetime Planning: Planning for tax throughout your lifetime can reduce future liabilities, such as making use of annual gift exemptions.

Power of Attorney

• Financial Power of Attorney: Appoint someone to manage your financial affairs, including paying bills, managing bank accounts, and dealing with property matters.

• Health and Welfare Power of Attorney: Designate a trusted person to make medical and healthcare decisions on your behalf, should you become unable to do so yourself.

• Business Power of Attorney: For business owners, helping ensure your company continues to run smoothly in your absence.

Probate Services

• Full Probate Service: Assisting with the administration of estates, including identifying assets, paying off debts, and distributing assets to beneficiaries.

• Grant of Probate Applications: Handling the legal paperwork to obtain a grant of probate, giving you the authority to manage the deceased’s estate.

• Estate Administration Advice: Providing advice and guidance throughout the probate process, ensuring everything is done according to the law.

Have a query?

We strive to tailor our services to meet your unique needs.

If you have any further inquiries about estate planning or would like to discuss your specific circumstances, please don't hesitate to get in touch.

We're here to help.