Estate Planning Solicitors in Greenwich and Blackheath

Estate Planning Solicitors

Why (or when) someone would need this service?

In order to minimise the inheritance tax liability that may be payable upon death, it’s important to engage with proficient estate planning solicitors. These legal experts specialise in assessing the size and nature of a client’s estate and in identifying the inheritance tax exemptions which may be applicable. If there’s a likelihood of an inheritance tax liability, our estate planning solicitors can guide clients through the process of estate planning to effectively reduce this liability.

How does the process work/what are the steps?

Our approach as estate planning solicitors involves a comprehensive consultation process. Clients are invited to attend our offices for a meeting to discuss their requirements. We understand the importance of flexibility and are equally happy to discuss matters over the telephone or by email. In certain cases, we can also arrange to meet at a client’s home for added convenience.

During these consultations, our estate planning solicitors work diligently to ascertain the likely inheritance tax liability and suggest possible methods to mitigate it. Following our meetings, we provide clients with a detailed letter of advice, outlining the options available for their specific situation.
These options, expertly handled by our estate planning solicitors, can include but are not limited to:

Lifetime gifts of assets, adhering to the seven-year rule.
Trust creation to manage assets effectively.
Restructuring how assets are owned for optimal tax benefits.
Maximising the use of inheritance tax allowances, exemptions, and reliefs.

By choosing our estate planning solicitors at Grant Saw, clients can ensure their estate planning is handled with the utmost care and professionalism, tailored to their unique needs and circumstances.

How long is the legal process and is it expensive?

The duration of the legal process in estate planning largely depends on the complexity and extent of the estate planning options. As experienced estate planning solicitors, we at Grant Saw understand that each case is unique. Therefore, we always provide our clients with a timescale estimate at the outset of the matter.

In terms of costs, these also vary depending on the work involved in your estate planning. Our team of estate planning solicitors is committed to transparency and will provide you with a cost estimate before commencing any work. This ensures that you can agree in advance to the terms. For a detailed quotation, please feel free to call or email us at privateclient@grantsaw.co.uk.

What are the things people should consider before calling?

Before scheduling an appointment with our estate planning solicitors, it would be beneficial for clients to prepare certain documents. Having your current Will, if you have one, along with details of your assets, such as their locations and approximate values, can be incredibly helpful. This preparation allows our estate planning solicitors to provide more accurate and tailored advice.

Why are Grant Saw the best people for the job?

Grant Saw boasts the largest Private Client department in the local area, staffed with five dedicated specialists who are not just solicitors but experts in estate planning. Our department is renowned for providing exceptional client service, characterised by a friendly and approachable manner. This is one of the reasons why we are frequently chosen by new clients based on recommendations from those we have previously served.

Our credentials as leading estate planning solicitors are further solidified by our Law Society accreditation for excellence in Wills and Probate, known as WIQS (Wills and Inheritance Quality Scheme). Additionally, our team members of the Association of Lifetime Lawyers and members of STEP, highlighting our commitment to offering the best estate planning services.

Furthermore, our Greenwich and Blackheath offices are fully accessible, ensuring that all clients can comfortably access our estate planning solicitors’ services.