Wills & LPA

Why estate planning is essential

Estate planning is the process of organising your finances, assets, and legal affairs to ensure they are managed and distributed according to your wishes after your death. It goes beyond writing a Will, it can include trusts, powers of attorney, lifetime gifts, and tax planning strategies.

Good estate planning ensures your family is cared for, your wealth is preserved, and your legacy is passed on efficiently. Without it, your estate may face unnecessary taxes, delays, or disputes.

Why do you need professional estate planning?

Thoughtful estate planning provides control, security and peace of mind:

Minimise inheritance tax and other liabilities – Plan your estate to reduce the financial impact on your beneficiaries
Protect family assets – Ensure your home, business, and other assets remain with your intended heirs
Provide for loved ones – Arrange for children, dependants, or vulnerable family members to be supported
Avoid disputes and delays – Clear instructions reduce misunderstandings and legal conflicts
Ensure smooth administration – Simplifies the process for executors and trustees, saving time and stress
Maintain flexibility and control – Update plans as your life circumstances or laws change

What we can do for you

Amanda considers it an honour to be involved in the management of estate planning and Will writing. She takes great care to show respect whilst reviewing the many tax planning opportunities.

Develop a clear estate plan tailored to your goals and circumstances

Integrate inheritance tax planning and use available reliefs efficiently

Set up trusts or lifetime gifts to manage wealth transfer

Coordinate wills, powers of attorney, and other legal arrangements

Provide guidance on complex financial and legal issues

Offer long-term planning to maintain financial security across generations

Get started with your estate plan

Amanda offers an initial chat of how estate planning will work for you, with no commitment and no charge. Then, when you’re ready to put plans in place, this is how it works:

Professional consultation

Taking the time to understand your assets, family circumstances, goals and priorities

Presentation of recommendations

Amanda will analyse your estate assets and liabilities, and make recommendations for tax planning opportunities

Strategic planning

Included in your recommendations are tailored solutions for setting up trusts, gifting strategies and other arrangements that align with your goals

Implementation

However your estate plan works best for you, Amanda will set everything up in collaboration with any financial advisers or legal support you currently have

Support for the future

All estate plans can be reviewed in accordance with changes in circumstances or legislation

Future support includes guidance for your family and other beneficiaries when the time comes. Efficient estate planning will simplify matters and protect those who are most important to you.

Get in touch

Amanda has devoted time to many clients, supporting them with Wills, LPAs, Inheritance Tax and Probate. She is a member of the Society of Trust and Estate Practitioners (STEP) and holds the credible qualification of Advanced Will Writing with STEP.

Contact Amanda today, to begin your conversation.

Get Started