We provide Estate Planning

About this service

Business Overview Our business specializes in online estate planning services for individuals and families across the UK. Estate planning goes beyond creating a will; it ensures that assets, property, and finances are protected and distributed according to each individual’s wishes. By planning ahead, we help clients secure their financial legacy, reduce potential tax liabilities, and safeguard their loved ones’ futures. We offer a fully online, personalized, and comprehensive approach through each step of the estate planning process. Our focus is on delivering legally sound solutions tailored to each client’s unique needs, from retirement planning to asset management to legacy-building, all accessible from the convenience of their home. Services Offered 1. Will Writing Services • Comprehensive Will Drafting: We help clients create legally binding wills that reflect their wishes. • Review and Update of Wills: Over time, a will may need updating. We offer online services to keep wills relevant. • Complex Wills: For clients with extensive assets, we provide guidance on wills that incorporate trusts, charitable bequests, or business succession plans. 2. Trust Creation and Management • Lifetime Trusts: Clients can place assets within a legal structure during their lifetime, ensuring protection and management for beneficiaries. • Discretionary Trusts: These trusts allow flexibility for trustees in distributing assets as circumstances change. • Property Protection Trusts: We offer solutions to preserve property, helping to minimize risks and tax implications. 3. Inheritance Tax Planning • Minimizing Tax Liability: Estate planning includes strategies to reduce inheritance tax (IHT) liabilities, preserving wealth for the client’s family. • Gifting and Tax-Free Allowances: We help clients develop tax-efficient plans, including charitable donations and other options that align with their wishes. 4. Lasting Power of Attorney (LPA) • Property and Financial Affairs LPA: We assist in setting up LPAs for financial matters, allowing clients to designate a trusted person to manage their finances if needed. • Health and Welfare LPA: Clients can appoint someone to make health-related decisions on their behalf, ensuring their preferences are respected. 5. Business Succession Planning • Succession Strategies: We provide tailored succession plans for business owners, ensuring continuity and family security. • Shareholder Agreements: We work with business owners to define roles and responsibilities for family members or partners in the event of retirement or death. Target Audience and Ideal Leads We seek clients across the UK who value professional, online estate planning support and want to make informed decisions about their assets, legacy, and family welfare. Our ideal leads include: 1. Homeowners and Property Investors: Those with significant property assets who want to protect or distribute their property for future generations. 2. High Net Worth Individuals (HNWIs): Clients with considerable assets, investments, or business interests needing complex wills, trusts, and tax strategies. 3. Families Planning for Future Generations: Individuals interested in establishing trusts or using estate planning tools to benefit their loved ones. 4. Business Owners and Entrepreneurs: Business owners in need of succession planning, particularly those looking to transfer their business to family members or partners. 5. Elderly Individuals and Retirees: Those who may require a Lasting Power of Attorney (LPA) to safeguard their interests and secure their future. 6. Individuals Concerned About Inheritance Tax (IHT): Clients seeking to minimize IHT liabilities through gifting, charitable donations, and other tax-efficient strategies. Lead Requirements For our online estate planning services, we seek leads that meet these criteria: • Age: 40+ years, as this group is more likely to have assets and dependents, actively considering estate planning. • Location: UK-based, particularly in areas with high property values or inheritance tax concerns. • Income/Assets: Individuals with significant financial assets, such as property, savings, or business interests, typically over £250,000. • Motivation: Clients seeking will writing, inheritance tax planning, or trust establishment for their family’s future. Why Choose Our Estate Planning Services? 1. Expertise and Experience: Our team includes experienced estate planners and legal experts to guide clients through complex legal and financial decisions. 2. Customized Solutions: Every client’s situation is unique, and our services are tailored accordingly, from drafting a simple will to developing a comprehensive succession strategy. 3. Transparent and Compassionate Approach: Estate planning can be sensitive, and we prioritize our clients’ comfort, offering transparency on costs and processes. 4. Holistic Financial Planning: We integrate financial and legal expertise