Preserving Your Assets For Generations To Come

The team at Family Estate Planning in Wokingham are here to safeguard your hard-earned assets for you and your family, using proven estate planning strategies.

We’ll assess your current situation, answer your questions and provide you with peace of mind for the future while helping you plan for any Inheritance Tax liability.

Our estate planning solutions are tailor-made to suit every set of personal circumstances.

Looking after you, your family, and the generations to follow.

Protecting your inheritance for future generations is commonly referred to as ‘bloodline planning’.

Without the correct Bloodline planning some, or all of your children’s or grandchildren’s (bloodline’s) inheritance could be lost.

Bloodline planning is ensuring that your assets reach your children, grandchildren and other relatives, rather than ending up in the wrong hands.

When assets are distributed to beneficiaries “absolutely”, (i.e. they receive cash, property or other assets as a direct lump sum payment) so much can be lost. These assets are then considered to be part of the beneficiary’s estate and would be at risk of attack from any future divorce settlements, creditors and taxation.

Making sure your children and grandchildren will benefit.

The strategic use of trusts can ensure that your children and grandchildren are able to benefit completely from the inheritance you want them to receive and at the same time, protect the family home and other assets from being lost to the costs of long term care.

If you’re serious about preserving your assets for future generations we can help you through the process with our integrated estate planning solutions.


Contact Us

Call: 0118 974 0134


Our Services



Our Wokingham-based Will writing service will give you peace of mind that the assets you’ve worked hard for will be preserved for future generations.

Lasting Powers of Attorney


There may come a time when you’re unable to manage your financial affairs or personal welfare and will need someone to act on your behalf.



The strategic use of Trusts can ensure your children and grandchildren will benefit completely from the inheritance you want them to receive.

Bloodline Planning


Bloodline planning ensures your assets reach your children, grandchildren and other relatives, rather than ending up in the wrong hands.

Why Choose Us?

We’re based in the heart of the historic market town of Wokingham in Berkshire and cover Wokingham, Reading, Henley-on-Thames, Sandhurst, Crowthorne, Bracknell and other surrounding areas.

If you need assistance with setting up a Trust or help with protecting your assets for future generations of your family then we can help with our wide range of estate planning solutions.

You’ll be given expert help at every stage by a seasoned financial professional, who can also advise on other matters if you wish.

Please get in touch for an informal chat and where we’ll help decide the best way forward for you and your family.

  • Local Service
  • Highly Experienced
  • Professional Adviser
  • Face-To-Face
  • Ongoing Support
  • Trust Expert
  • Other Advice Offered
  • A Friendly Face

Latest Blog Posts

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The number of adults in the United Kingdom who do not have a will in place


People who are now using a Lasting Power of Attorney to put their estate in safe hands


The number of parents who have not detailed their wishes for their children in a will


The number of people who want family or friends to make decisions for them

How We Can Help

  • Would you like help with drawing up a Trust to secure your assets so they stay within your family, often referred to as ‘bloodline planning’?
  • Do you need assistance with mitigating your Inheritance Tax liability using a number of legitimate strategies?
  • Do you want to protect your estate or business using proven planning methods that will secure your hard-earned assets for generations to come?

If the answer to any of these questions is ‘yes’ then the team at Family Estate Planning can help. Please visit our resources section for extended guides on specific areas of estate planning and wealth preservation.