Estate planning helps you look ahead and make informed decisions about how your assets are structured, protected, and passed on. From tax planning and lifetime gifts to setting up trusts, our experienced team can guide you through the options and help you create a plan that works for you and your loved ones.
Every family is different, and every estate is unique. That’s why we take the time to understand your circumstances, priorities, and concerns. We’ll work with your financial advisers if needed and give you practical, bespoke advice that evolves with you as life changes.
Proper estate planning brings peace of mind and helps avoid unnecessary complications for your family in the future.
Our experts can talk you through your unique circumstances to help set a course for your estate, no matter what stage of life you are in.
We’re proud to be the legal partner of choice for so many individuals and families. Here’s what our clients have to say about working with Heppenstalls.
Estate planning includes making a Will, managing inheritance tax exposure, setting up Trusts, and deciding how your assets should be distributed during your lifetime or after your death.
It’s never too early to start. Major life events – like marriage, buying property, starting a business or starting a family – are all good times to begin or review your estate plan.
Yes. Through effective planning, you may be able to reduce the value of your taxable estate. This could include using reliefs and exemptions, gifts, or setting up Trusts. We’ll help you understand your options.
Not at all. Estate planning is for anyone who wants to ensure their assets are passed on as intended, with minimal stress or tax for their loved ones.
A Will is just one part of estate planning. Estate planning is broader and includes tax planning, Trusts, and lifetime gifting and investment strategies to manage and protect your assets now and in the future.
We offer a wide range of legal services for individuals, families, and businesses. Whether you’re planning ahead, navigating a challenge, or managing property or business matters, our solicitors are here to simplify the process and support you every step of the way.
