Estate Planning Services to Protect Your Family's Future
Passing your wealth to the people you love, not the taxman
✓ 35+ Years Experience
✓ Fixed Fee Guarantee
✓ No Hidden Costs
What is estate planning and why do you need it?
You've worked hard all your life, you've made sacrifices, some heroic, some spectacular and some…, you’d rather not talk about. You haven't done all that work just to throw it away at the altar of inaction.
Here’s where Estate Planning comes in.
Estate planning is how I help you arrange your assets in your lifetime, and how they would be managed and distributed after your death, while minimizing tax liabilities and protecting your family's financial future.
Here’s where Estate Planning comes in.
Estate planning is how I help you arrange your assets in your lifetime, and how they would be managed and distributed after your death, while minimizing tax liabilities and protecting your family's financial future.
Without proper estate planning, your loved ones could face:
- Unnecessary inheritance tax bills that reduce their inheritance by up to 40%
- Family disputes over asset distribution
- Loss of wealth to care home fees or creditors
- Your estate distributed according to intestacy rules, not your wishes
- Your money leaving your family by such ills as divorce settlements or disqualification from means-tested benefits.
Estate planning is more than saving tax even though saving tax is important.
It is more than writing a will even though writing a will is important.
It is more than taking care of your spouse or partner or children even though passing your wealth to your immediate family is important.
Whether you own property, have significant savings, run a business, or want to protect vulnerable beneficiaries, estate planning gives you control over your legacy. I'll work with you to create a plan that reflects your values and protects what you value most.
It is more than writing a will even though writing a will is important.
It is more than taking care of your spouse or partner or children even though passing your wealth to your immediate family is important.
Whether you own property, have significant savings, run a business, or want to protect vulnerable beneficiaries, estate planning gives you control over your legacy. I'll work with you to create a plan that reflects your values and protects what you value most.
My Estate Planning Service
I provide comprehensive estate planning services tailored to your family circumstances and financial goals.
Will writing and trust planning
I help you create legally sound wills and establish trusts that protect your assets from inheritance tax, care fees, and creditors while ensuring your beneficiaries receive their inheritance according to your wishes. I work with specialist solicitors to ensure proper documentation.
Inheritance tax planning
I help you reduce your inheritance tax liability through strategic gifting, asset ownership restructuring, and tax-efficient investments. I would save your estate hundreds of thousands of pounds that would otherwise go to HMRC, ensuring more wealth passes to your loved ones.
Asset protection strategies
I implement legal structures to protect your wealth from divorce settlements, bankruptcy claims, and means-tested assessments. Your wealth stays in your family, protected from threats you might not have considered, while maintaining accessibility for your legitimate needs.Retry
Lasting Power of Attorney
I guide you through setting up financial and health LPAs so trusted individuals can manage your affairs if you become incapacitated. This gives you control and provides peace of mind.
Probate assistance
I support your family through the probate process, ensuring your assets are transferred correctly and efficiently and ensuring HMRC do not get more than they should.
Banish your fears
Do you fear your wealth would be sacrificed at the altar of divorce settlements?
Do you fear the fruit of your life's work would be swallowed by care bills, stolen by inheritance tax, or chewed up by ineligibility for means-tested benefits?
Do you fear creditors and bullies would bring speculative financial claims against your beneficiaries?
These threats and others can be overcome, their effects blunted and your wealth protected for generations. I can ensure your money remains in your family, that your family has the use and the benefit of your wealth till the fires of the sun have been extinguished.
You'll be recognized by your family for generations for providing the keys to freedom from the rat race, for freedom to allow them to do fulfilling work, because their material comforts have been taken care of.
BOOK CONSULTATIONDo you fear the fruit of your life's work would be swallowed by care bills, stolen by inheritance tax, or chewed up by ineligibility for means-tested benefits?
Do you fear creditors and bullies would bring speculative financial claims against your beneficiaries?
These threats and others can be overcome, their effects blunted and your wealth protected for generations. I can ensure your money remains in your family, that your family has the use and the benefit of your wealth till the fires of the sun have been extinguished.
You'll be recognized by your family for generations for providing the keys to freedom from the rat race, for freedom to allow them to do fulfilling work, because their material comforts have been taken care of.
Who needs estate planning?
Estate planning isn't merely for the wealthy. Estate planning if for you if:
- Own property, especially if valued over £325,000
- Have children from previous relationships and want a fair distribution of your estate
- Want to support vulnerable or disabled family members
- Own a business or have partnership interests
- Are concerned about creditor claims against beneficiaries
- Have specific wishes about how your estate should be distributed
- Want to minimize the tax burden on your loved ones
- Care about building lasting family wealth across generations
The earlier you start estate planning, the more options you have and the greater the potential tax savings. I've seen too many families lose substantial portions of their wealth simply because they waited. If you've worked hard all your life, made sacrifices both heroic and difficult, you haven't done all that work just to throw it away at the altar of inaction.
How my estate planning process works
I've developed a clear, methodical approach to estate planning that gives you confidence and control over your family's financial future. It works in three easy steps.
BOOK CONSULTATION
Meet Your Probate Specialist
I'm Ade, and I'm an experienced UK legal and tax specialist dedicated to helping families keep their wealth where it would do the most good — in their family.
With 35 years of estate planning experience, I specialize exclusively in estate planning, inheritance tax mitigation, and probate administration across England and Wales.
My approach
You know as I do, one-size-fits-none. Every family is different, and your estate plan should reflect your unique circumstances and goals.
I take on only a handful of new clients each month because your family's future deserves proper attention, not to be rushed off a production line. When we work together, I guide you through every step, explaining complex legal and tax matters in plain English.
I've successfully helped thousands of families protect their estates and minimize inheritance tax. My average client eliminates their inheritance tax bill… completely, but more importantly, they gain peace of mind knowing their family's financial future is secure.
Your family shouldn't have to sacrifice wealth you've spent a lifetime building simply because the right planning wasn't in place.
Ready to secure your legacy and keep your money in your family? Let's take the first step.
BOOK YOUR CONSULTATIONWith 35 years of estate planning experience, I specialize exclusively in estate planning, inheritance tax mitigation, and probate administration across England and Wales.
My approach
You know as I do, one-size-fits-none. Every family is different, and your estate plan should reflect your unique circumstances and goals.
I take on only a handful of new clients each month because your family's future deserves proper attention, not to be rushed off a production line. When we work together, I guide you through every step, explaining complex legal and tax matters in plain English.
I've successfully helped thousands of families protect their estates and minimize inheritance tax. My average client eliminates their inheritance tax bill… completely, but more importantly, they gain peace of mind knowing their family's financial future is secure.
Your family shouldn't have to sacrifice wealth you've spent a lifetime building simply because the right planning wasn't in place.
Ready to secure your legacy and keep your money in your family? Let's take the first step.
Why work with me?
More than the sum of its parts, estate planning is more than a collection of tools such as trusts, wills, and inheritance tax planning.
Estate planning is the art of understanding your family and financial circumstances, and understanding the relevant rules, regulations and legislation in the service of keeping your money in your family forever.
You'll be recognized by your family for generations for providing the keys to freedom from the rat race, for freedom to allow them to do fulfilling work, because their material comforts have been taken care of.
I don't work with hundreds of clients. I work with a select group of families who value personalized service and want someone who truly understands their situation. If that sounds like what you're looking for, I'd be honored to help you.
I don't work with hundreds of clients. I work with a select group of families who value personalized service and want someone who truly understands their situation. If that sounds like what you're looking for, I'd be honored to help you.
When you work with me, you get:
- Direct access to me, not a team of junior advisors
- Practical strategies that work in the real world, not just theory
- Regular reviews to keep your plan current and effective
- Clear communication without legal jargon
- The peace of mind that comes from knowing your family is protected
Trusted by 1000+ Families Across the UK
Helping families protect their legacy is my passion. Here’s what a few of them have to say.
Frequently Asked Questions
How much does estate planning cost?
Estate planning costs vary depending on the complexity of your situation. After our initial meeting, I provide transparent quotes with no hidden fees. For many families, the inheritance tax savings far exceed the cost of planning.
When should I start estate planning?
The best time to start is now. A stitch in time saves nine. The longer you wait to start your estate planning, the more complex and more expensive it becomes. They say procrastination is the thief of time, in truth, procrastination is the thief of wealth.
Can I change my estate plan later?
Absolutely. Life changes, and your estate plan should change with it. I recommend reviewing your plan periodically, especially after major life events like marriage, divorce, birth of children, or significant changes in wealth
Will my family know about my estate plan?
That’s your choice. Some clients discuss their plans with their family and beneficiaries – this avoid surprises and reduces the possibility of misunderstanding, disputes and mischief.
What happens if I die without estate planning?
Without an estate plan, your estate will be distributed according to intestacy rules, which may not reflect your wishes. Your family could face higher inheritance tax bills than they might otherwise have – you would have lost the opportunity to wipe out the inheritance tax bill. More importantly, you lose the opportunity to protect your wealth from care fees, creditors, and other threats. I’ve seen estates reduced by 60% or more simply because no planning was done.
Take the next step in protecting your family's wealth
Don't leave your family's financial security to chance. Proper estate planning gives you control over your legacy and ensures your wealth passes to those you want, not to the taxman.
Whether you're just starting to think about estate planning or you need to review your previous arrangements, I'm here to help. Book an initial consultation to discuss your circumstances and find out how I can help you keep your money in your family.
You've worked too hard to let poor planning undermine your legacy.