Will Writing & Inheritance Planning

Do you want to protect your family financially and ensure that your hard-earned savings and family home go to the people you care about?

Maximum Inheritance Specialists can help you secure their financial future. We specialize in helping families and individuals plan intelligently to protect their assets for themselves and those they love.

We can help you to avoid or reduce the inheritance tax your family will have to pay on your estate, and ensure that you’re not forced to sell your home to pay your care home fees.

To date we’ve helped over 15,000 families.

Based in Sutton we visit clients in London, Surrey and Sussex.

Speak to a will writing advisor today, just call 020 8669 1779.

Making a Will

Will writing takes account of your personal, business and financial situation. It benefits those you love and minimises the administrative stress and potential for conflict after your death.



Avoiding Care Home Fees

Paying for care in your old age can diminish a lifetime’s worth of hard work, thrift and saving. If it is judged that you have the means to pay for your own care home fees, then you will be required to do so, even if it means selling your family home to do it.



Avoiding Inheritance Tax

Inheritance tax or ‘death duty’ can reduce the inheritance that your beneficiaries receive by more than 50% in certain instances. Intelligent estate planning and making a legally valid will can avoid or reduce inheritance tax, and protect your assets for future generations.



Getting Power of Attorney

A lasting power of attorney (LPA) is a stand-alone legal document that states who can make decisions and act on your behalf. It clearly states what type of decisions the appointed person, or people, can make and under what conditions.



Trusts – Asset Protection

Trusts are tools for:

  • protecting your assets
  • keeping your wealth in the hands of those you love and
  • taking care of those who depend on you after your death



Obtaining Probate

Whenever anyone dies, another person needs to be given the legal right to deal with their financial affairs. Probate is the process of applying for this right. Getting probate can add to the stress you are experiencing at an already difficult time.