Protection and peace of mind through effective wealth planning

There are a variety of ways you can protect your wealth and assets for the future. Every individual’s circumstances are unique and therefore it is important to receive wills and trusts advice that is specifically tailored to you and your family’s needs.

Managing your estate and trusts

You may be worried about how best to leave your assets to the next generation, or how best to leave money to a charity of your choice.

Alternatively, you may be concerned about who will make important decisions on your behalf should you no longer be able to make those decisions yourself or you may be looking for advice on managing the affairs of vulnerable people.

As every individual’s circumstances are unique it is important that the advice you receive is tailored to your individual needs, whether it’s advice on making a will, or on trusts and tax planning.

Structuring your estate in such a way as to help protect your assets for the future, provide for those you care about and minimising the tax payable can help give you peace of mind that these practical aspects have been handled in the best interests of you and your family. Our team of expert wills and trusts solicitors can provide specialist support in this area to ensure you have the best possible advice and help, based on your own unique situation.

The estates, trusts and wills services that we offer

Our wills and trusts solicitors deliver best-in-class services that include, but are not limited to:

Wills

Help with drafting your will and ensuring that any inheritance is passed to the people, organisations or charities that you choose.

Power of Attorney

We can help prepare Lasting Power of Attorney documents to appoint someone you trust to make decisions on your behalf if you lose the capacity to do you yourself in the future.

Managing the affairs of vulnerable people

Whether it’s a family member or yourself, we can act on behalf of vulnerable people in a wide range of different situations to protect their interests.

Protecting your wealth

We can review your estate and its structure to ensure that it serves the purposes you want it to, whilst also making sure that unnecessary taxes are not applied.

Services for the elderly

Whether in relation to yourself or a family member, our services to support the elderly and their interests may relate to things such as issues with care decisions or safeguards to protect wishes into the future.

Trusts and tax planning

Our specialist team can help set up and administer trusts to help protect your assets and the recipients after you are no longer able to do so yourself.

Why are wills, trusts and estate planning so important?

While some people’s estates are fairly straightforward, that is not always the case, and past, current or potential future events could add another layer of complexity to your affairs that you may not be prepared for. Life changes such as divorce, separation or estrangement might alter your wishes in terms of your estate, as can starting new relationships, blending families together and becoming a step-parent. It might be that you have assets in different countries, or have several different business interests and it’s essential that your wishes for what should happen to these is determined as early as possible.

For high-net-worth individuals, or those with highly complex situations, ensuring that your estate is set up in the best possible way, along with your will being up to date and any trusts you require being set up, can make a big difference to your peace of mind now and in the future, but can also help avoid much of the stress that can come with estate ambiguity for your loved ones when the times comes.

Whatever your situation, we can offer the specialist advice that you need to ensure your wishes are followed and that things are set up in the best interests of you and those you care about.

Why choose Moore Barlow for wills, trusts and estate planning?

We take time to understand your requirements, enabling us to offer you bespoke advice. With a team of specialists in tax, wealth management, estate planning and rural services our wide-ranging expertise enables us to provide you with practical solutions tailored to your and your family’s needs.

We combine our experience of administering Wills and Trusts with our specialist legal knowledge, to provide you with exceptional and up to date advice. Our wills, trusts and estates solicitors work in partnership with specialists from the Moore Barlow team across all relevant areas of law to deliver a full range of estate planning, wills and trusts services to all of our clients, individually tailored to your needs. This means that if you would like expert succession planning or probate advice alongside help with your will or trusts, this can be arranged to ensure your get the most benefit possible from our services.

We are part of an international network of like-minded professionals so we have  access to international advice at our finger tips, as well as having chartered tax advisers in house across our offices in LondonRichmondSouthamptonGuildfordLymington and Woking.