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, using our Will writing service 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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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 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 Will writing services, a Lasting Power of Attorney, 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 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

Recent News Image
Huge Hike In Probate Fees Is Scrapped By Government
16 Oct 07:22 pm

  PLANS to charge bereaved families up £6,000 to gain control over their loved one’s estate –...

Recent News Image
Millions Of Britons Risk Having Their Estate Divided Up By The State
23 Sep 09:37 am

  Families are risking the future of their loved ones’ inheritance due to confusion over Wills, new...

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New Will Prompt To Give To Charity Could Raise Millions
17 Sep 08:17 am

  MILLIONS of pounds could be generated for charities across the UK by a new initiative launched...

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?
  • Are you looking for an affordable Will writing service 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.