Expert estate planning services for homeowners and high net worth individuals in London, Greater London, Southeast and surrounding areas. Wills, Trusts, LPA, and Inheritance Tax planning — done properly.
★★★★★Google 4.9 | 230 Reviews
Without the proper structures in place your Estate can be hit harder than necessary by inheritance tax, care fees and family disputes.
With IHT thresholds frozen until 2028 and rising property values, more London and Berkshire families than ever are now liable. Proper IHT planning can dramatically reduce or eliminate this liability.
Without a Lasting Power of Attorney, your family cannot manage your finances or healthcare if you lose capacity. A Court of Protection application takes months and costs thousands, while an LPA costs a fraction of that.
Over a typical 3–7 year stay, care fees can deplete an entire estate. Legal trust structures - fully compliant with UK law- can help your family preserve control, flexibility, and options.
Don't give 40% of your already-taxed wealth to HMRC. We use established strategies including Wills, Trusts, Legal Structures, and alongside Regulated Independent Financial Advice. Particularly critical for homeowners in London, Greater London, and the Southeast where property values regularly push estates over the threshold.
Let’s talk→A vague or outdated Will causes family conflict. We draft precise, Wills and Trust structures that protect your assets from sideways disinheritance, divorce, creditors, and family disputes. Including Property Protection Trusts, Discretionary Trusts, and Life Interest Trusts tailored to your exact circumstances.
Discuss your Will →By age 65, over 50% of people will experience some form of incapacity. Without a valid LPA, even your spouse cannot manage your finances or make healthcare decisions without a costly Court of Protection order. We handle both Property & Financial Affairs and Health & Welfare LPAs — clearly explained, efficiently prepared.
Set up your LPA →Average care home fees in England now reach £2,000 per week. For homeowners in London, Greater London and the Southeast, this poses a serious threat to the family home. We advise on legal structures that can limit the impact, keep you in control, and give you peace of mind that what you've built is preserved for the people who matter most.
Know More →With London and the Southeast property values averaging over £500,000 and the
nil-rate band frozen at £325,000 until 2031, the majority of homeowners in London
and the Southeast are now in IHT territory. The right planning — done now — can
dramatically reduce unnecessary taxes.
HOW IT WORKS
We get to know your circumstances, your goals, and what matters most to you. No sales pressure. Just a thoughtful conversation to see if we're the right fit.
Your dedicated estate planning consultant creates a roadmap for your family — covering Wills, Trusts, LPAs, IHT strategy, and care fee understanding as needed.
We walk you through each one in plain English until you're fully comfortable and informed.
We guide you through signing, witnessing, and registering where required. Your documents are yours to keep — you always know exactly where they are.
The team was very thorough and patient. Remained professional and responsive to all my questions. Very helpful person generally. Highly recommended.
Ajay
I’ve had two zoom calls with team, each call was excellent everything l asked was explained perfectly
happy with the service thank you.
Great experience with the team, clearly and professionally handled my queries. Very satisfied customer
All boroughs covered
Including Reading & Newbury
Windsor & Maidenhead
Guildford, Woking, Richmond
Oxford, Henley, Marlow
Basingstoke & surrounding
High Wycombe, Marlow
Online consultations available
The LPA cost depends on the type and number of documents you need. There is a government registration fee of £92 per LPA (as of 2026), plus professional fees for preparation and guidance. Most people need both types - Property & Financial Affairs, and Health & Welfare - so two LPAs is the standard recommendation. Book a free consultation for a transparent, all-inclusive quote tailored to your circumstances.
Inheritance Tax (IHT) is charged at 40% on the value of your estate above the nil- rate band (currently £325,000, frozen until 2031). If your estate includes property in London or Berkshire, you may well be over this threshold. IHT planning uses legal structures, including Trusts, gifting strategies, and Will provisions, to legitimately reduce your IHT liability. The earlier you plan, the more effective the strategies available to you.
A Lasting Power of Attorney (LPA) is a legal document that appoints someone you trust to manage your financial affairs and/or make healthcare decisions if you lose mental capacity. Without one, even your spouse cannot legally access your bank accounts or make decisions on your behalf; they would need to apply to the Court of Protection, which is a lengthy and expensive process. An LPA is far simpler and cheaper to set up now than to address later.
You can structure your affairs properly to control the decision-making and impact of third-party charges. That means:
A typical estate plan, including a Will, Trust, and LPAs, is designed and prepared within 4–8 weeks from your initial consultation. LPAs require government registration, which can take 8–12 weeks once submitted. Wills and Trust documents are typically drafted and sent to you for review within a few weeks of your design meeting. We keep you informed at every stage.
We prefer to meet in person and will come to see you at your home. Zoom consultations are also available and often used with additional or follow-up conversations. This makes the process simple and convenient, regardless of where in London, Greater London and the Southeast you are based. Many clients complete their entire estate plan without needing to visit an office.
The consultation is free, there's no obligation, and it takes approximately an hour or so. You'll have a clear picture of what your estate looks like today and what's possible.
★★★★★ 4.9 / 5 · 230+ Google Reviews
Inheritance Tax Planning
Will Writing & Trusts
Lasting Power of Attorney
Care Fees
Full Estate Planning Review
Estate Planners London
IHT Specialist Berkshire
LPA Advisor Windsor
Estate Planning Surrey
IHT Advisor Oxfordshire
