Planning for the future is a smart move. Not only does it give you peace of mind, but it also reassures you that your family, assets and wishes will be sorted out. Wills, trusts and estate planning go beyond just drawing up a legal document – they involve putting together a clear plan to protect your estate, provide certainty, and make sure your loved ones are taken care of.
Our team of specialist solicitors offer down-to-earth advice on estate planning to individuals and families. They will guide you every step of the way through the estate planning process, helping you navigate every twist and turn, sort out tax, manage your wealth efficiently, and make informed decisions.
Writing your Will
We have a team of Wills and trusts experts who will help you make a Will that really reflects your wishes. You can take a look, make any changes, and approve it before we finalise it. A well-written Will makes sure your estate is managed exactly the way you want it to, takes account of your wishes, and minimises tax and the risk of disputes down the line.
We can advise on the best Will structure for blended families, vulnerable beneficiaries and for asset protection.
We keep a copy of your Will safe in our offices and give you one too for your records. The whole process usually takes a couple of weeks, and we will be right with you every step of the way to make sure it's as straightforward as possible. It's a good idea to keep your Will up to date after big life events, like having a baby, so it stays relevant and effective.
Setting up trusts
If you are after more advanced planning, we offer expert trust and trust management services. We advise high-net-worth individuals, families and business owners on setting up trusts including Will trusts and lifetime settlements to give you flexibility, control, and long-term asset protection.
We advise trustees and beneficiaries on their rights, responsibilities, and obligations to make trust management as simple and hassle-free as possible. We also cover tax implications, tax compliance, and help you to minimise inheritance tax. We also help those with more complicated assets, such as business interests, rural estates or international considerations.
Wills and estate planning for high net worth individuals
Our private client team provides comprehensive estate planning services for high-net-worth and ultra-high-net-worth individuals which can be provided alongside the Will making process. We take a close look at your full financial situation including property, investments, pensions, and business interests to make sure your estate planning options match up with your goals.
We can help with inheritance tax planning, business succession, and international succession laws, working closely with tax experts and financial advisers. We advise on protecting your wealth, safeguarding your assets, and making sure your estate is managed in the most efficient way for future generations.
A helping hand through the Wills, trusts and estate planning process
From writing Wills to setting up trusts and preparing for tax and succession matters, our team of specialists are here to advise and guide you every step of the way. We can also advise on intestacy rules and frequently asked questions about estate planning. As part of the process, we can also put into place Lasting Powers of Attorney and Deputyship/ Court of Protection applications.
Our aim is to give you clear, practical advice so you can plan for the future, look after your assets, build a lasting legacy, and keep your peace of mind intact with effective estate planning, trust and Wills.
We hold the Law Society’s WIQS (Wills and Inheritance Quality Scheme) accreditation, demonstrating excellence in probate and estate administration. Our team also includes a members of the Association of Lifetime Lawyers (ALL) and STEP, reflecting our depth of expertise in wills, trusts, and estate law.
For more information, please email privateclient@grantsaw.co.uk or contact the team on 020 8858 6971.
