Estate Planning

Preserve Family Wealth --and -- Avoid Legal and Financial Pitfalls

Edmunds & Eve - Estate Planning Specialists

Working across Wokingham; Ascot, Bracknell, Maidenhead, Windsor and much of the Home Counties including Oxon and Bucks.

 

What Is Estate Planning?

Estate Planning includes the process of analysis and organisation of your personal estate ready for after you have died.   It aims to optimise your wishes relative to your circumstances, as well as the effects of factors in probate and estate administration and any desired financial controls over the estate.

A good estate planner has many skills and wears many hats.   We will draw on skills from the financial adviser; the tax consultant; the chartered accountant;  the solicitor;  the business counsellor; the family counsellor.... and blend these to make the plan fit your wish.

 

Estate Planning  - You Do Not Have To Be Rich

You do not need to be "rich" in the monetary sense and meaning, to apply good planning measures and benefit your family and loved ones.  Our experience is that many people underestimate their true worth, as well as do not consider the related factors until it is high-lighted in the discussion.  Important family matters like vulnerable children, marital difficulties, social habits, children's financial status etc .   Preserved family wealth rarely happens by chance.   It takes planning.   Estate Planning.

It is our lawyers' remit to help you mitigate the things that will cost your family a lot of 'unplanned expense' and mental anguish, if just left to chance.

Family Succession and Family Business Succession

Family succession planning and family business succession planning, requires many 'strings to its bow'.  Estate Planning is one of these.   A good plan, involves building on the full picture of your family circumstances and personal wishes.  It is not just a 'Tick-Box' exercise.  We therefore offer a free initial consultation, where you can discover about us, and we about you.  Afterwards, you will get a full analysis and a quotation price, so that you can make an informed decision on the Return on Investment and on what you want.  If your family has intricacies or conflict, then this may be your way through.

Estate Planning Must Be Tailored to You

Your Estate Plan should be specific to you; not a 'one-size-fits-all' product.  Each family is different.  That is why our expert lawyers will work closely with you to discover the true terrain of your wishes-v-circumstances map, before showing you how your family will be affected by your wish and the law; and what you can do about it.    Our Estate Planning service blends both the 'legal and the financial' side of family succession, to realise the optimum path-way for your wishes, in the way you want.

 

Estate Planning Mitigates Legal and Financial Pitfalls

It’s our job to make sure that you are aware of any legal and financial pitfalls that may affect your wish and legacy ideas.   This includes mitigating any inheritance tax due;  ring-fencing assets for a particular purpose;  preventing family disputes;  providing tools for 'later-life' care; and,  if you are a business owner, make sure the business does not die with you.  Our focus is to help you save money and to prevent unplanned expense, as well as keep family happy.

Frequently Asked Questions

For more information about Estate Planning