Preserving Your Assets For Generations To Come

There are a number of ways in which your home, savings and business are vulnerable to attack. The team at Family Estate Planning are here to safeguard these hard earned assets for you and your family, using simple but effective strategies.

Irrespective of your age or the value of your estate, making a will and putting your affairs in order is one of the most important tasks that you are likely to undertake. We can assess your current situation, answer your questions and provide peace of mind for the future.

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

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

We can help you with Wills, Lasting Powers of Attorney, Trusts, mitigating Inheritance Tax and all aspects of estate planning from our base in Wokingham, Berkshire, to ensure your money passes to your loved ones in the most efficient way possible.

You will be dealing face-to-face with a local, highly-qualified professional who will guide you through the process at every stage.

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Our Services

Wills

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Many people put off making a will believing that those they wish to benefit will automatically do so, or because they don’t think it is relevant.

Lasting Power of Attorney

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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.

Trusts

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

Bloodline Planning

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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 a Will, a Lasting Power of Attorney, Trust or help with protecting your assets for future generations of your family then we can help with our wide range of competitively priced 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
  • Competitive Pricing
  • Professional Adviser
  • Face-To-Face
  • Ongoing Support
  • Easy Set-Up
  • Other Advice Offered
  • A Friendly Face

Recent News

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Families Penalised By Inheritance Tax Probate Delays
20 Aug 01:59 pm

  COPING with the aftermath of a loved one’s death is hard enough without the added stress...

Recent News Image
Childless Couples Penalised By Unfair Inheritance Tax Rules
12 Aug 09:51 am

  Childless couple are being unfairly penalised by Inheritance Tax (IHT) rules in what Family Estate Planning’s...

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Lasting Powers Of Attorney Registrations More Than Double In A Year
6 Aug 09:10 am

  The number of people registering a Lasting Power of Attorney has more than doubled in the...

54%

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

725,000

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

59%

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

86%

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

How We Can Help

  • Do you need help with drawing up a Lasting Power of Attorney, either Health & Welfare or Property & Financial Affairs?
  • Do you need help with writing a Will that will protect your family estate for your children and grandchildren?
  • 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.