Lifetime Planning
Mitigate inheritance tax and ensure a smooth transition of estate ownership.
Comprehensive preparation of your estate, assets and financial affairs can help you to prepare for not only your future but your family’s too. Lifetime planning will also give you peace of mind that more of your estate will be passed on to your loved ones in the most tax-efficient way.
There are many key aspects of lifetime planning that can help to benefit and support your future. These include:
- Inheritance tax planning
- Creation of wills and Lasting Powers of Attorney
- Financial planning
- Trusts
- Property and asset management
- And more
Taking the time to consult with a professional and plan for your future will provide you with peace of mind and is one of the best possible ways to ensure financial security. Get in touch with a member of our dedicated team to find out more today.
Our Wills, Trusts and Probate Team
Julie Brown
PARTNER & HEAD OF DEPARTMENT
Dharmesh Tanna
SOLICITOR
Nicole Porter
PARALEGAL
Contact our legal experts
Get in touch to find out how Straw & Pearce can support you with your wills and probate needs.