Estate planning, Lymington
Explore how we can help with the legal protection and management of your wealth and assets.
Contact our teamIn Lymington and the surrounding areas, Moore Barlow solicitors offer comprehensive estate planning services to help residents secure their legacies and provide for their loved ones.
Our solicitors understand the unique challenges faced by Lymington residents, and we are dedicated to crafting personalised estate planning strategies that protect your assets and minimise tax liabilities while aligning with your wishes.
What is estate planning?
Estate planning, a critical aspect of financial management, involves the strategic arrangement of one’s assets and affairs to optimise the distribution of wealth to heirs and beneficiaries while addressing concerns such as inheritance tax and legal requirements. It encompasses the use of legal instruments like wills, trusts, and powers of attorney to ensure that an individual’s estate is managed according to their wishes and in a tax-efficient manner.
Why choose us?
Our estate planning solicitors in Lymington are an ideal choice for those who want to protect their assets for loved ones. By selecting our Lymington-based team, you’re enlisting professionals who understand the unique financial challenges you may be facing. We offer bespoke solutions that safeguard your assets from excessive taxation while preserving your wealth for future generations. With a deep connection to the local community, our solicitors are dedicated to ensuring your estate planning aligns with your individual goals and the legacy you want to leave.
Our dedicated legal specialists hold notable accreditations from respected organisations such as STEP (Society of Trust and Estate Practitioners) and Solicitors for the Elderly, assuring our clients of highly specialised, quality expertise in estate planning services. We place emphasis on developing long-term relationships built on reliability, clarity and discretion, ensuring we fully understand your specific needs and circumstances. Clients choose us not just for our extensive legal qualifications, but also for our sensitivity to family dynamics, expertise in complex estate planning structures, and our deep understanding of estate planning aspects unique to rural and coastal communities.
How we can help
Our estate planning solicitors in Lymington offer dedicated support that reflects the unique context and financial challenges of your own circumstances. We can assist you in creating tax-efficient strategies to protect your assets and ensure a seamless transfer of wealth to your beneficiaries. With our deep connection to the local community, we are well-placed to help you achieve your estate planning goals.
We provide comprehensive legal support across a wide range of estate planning services including testamentary trusts, inheritance tax reviews, lasting powers of attorney, deeds of variation, and Court of Protection applications. Our experts can guide you through complex situations such as advising on international assets, succession planning for family-owned businesses and estates, and providing bespoke support for vulnerable beneficiaries. Each solution we deliver is carefully tailored to offer proactive protection for your family wealth and to achieve your specific future financial goals and legacy objectives.
Our team of private wealth solicitors
Who we help
Our support extends to a broad spectrum of clients, encompassing both generations-long Lymington residents and newcomers to the area. Our solicitors are devoted to crafting bespoke solutions designed to safeguard your assets and facilitate a seamless wealth transfer to your chosen beneficiaries. With our strong ties to the local community, we are well-positioned to assist you in achieving your estate planning objectives.
We support a diverse range of clients, including families and individuals with substantial personal wealth, entrepreneurs managing family-owned businesses, rural and agricultural landowners, professionals approaching retirement, as well as executors and trustees of complex estates. Our depth of expertise allows us to offer tailored advice suitable for high-net-worth individuals, farming and agricultural clients, multiple-generation families managing inherited wealth, and individuals relocating internationally who require careful planning of cross-border estates and asset management.
Contact us
Protect your family’s legacy with our specialised estate planning services. Contact us today to schedule a consultation at our Lymington office.
We have offices in London, Richmond, Southampton, Guildford, Lymington and Woking and offer specialist estate planning legal services to clients nationwide.
Contact our private wealth team
FAQs: Estate Planning
Why is estate planning important?
Estate planning ensures that your property and assets are distributed according to your wishes after your passing. It helps to minimise inheritance tax, prevent family disputes, and provide peace of mind to you and your loved ones.
When is the best time to start estate planning?
The best time to start estate planning is as early as possible, ideally when you begin accumulating significant assets or after major life events such as marriage, the birth of a child, or the purchase of a home or business.
Can I update my estate plan once it is created?
Yes, you should regularly review and update your plan, especially after life changes such as marriage, divorce, acquisition of additional property, birth of new family members, or significant financial changes.
What happens if I pass away without an estate plan?
If you pass away without an estate plan, your estate is distributed according to statutory intestacy rules, rather than your own personal wishes. This may cause unnecessary complexity, delays, disputes among family members, and potentially increased tax liabilities.
Do I need to include digital assets and passwords in my estate plan?
Yes, digital assets like emails, social media accounts, online accounts and cryptocurrencies should be included in your estate plan. Providing clear instructions ensures your digital assets are properly managed and avoids unnecessary difficulties for your executors.
