Estate Planning

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

Edmunds & Eve - Estate Planning Experts

We work throughout Wokingham, Ascot, Windsor and much of the Home Counties including Oxon and Bucks.

 

Family Succession and Business Succession

Family and business succession planning requires many 'strings to its bow', and Estate Planning is one of these.   A good plan, involves the full picture of your family and wishes, before any discussion about planning can be considered.  It is not just a 'yes-no' answer, to do yourself any justice.  We therefore offer a free initial consultation, where you can discover about us, and we about you, including your wishes and circumstances.  After a full analysis, we will quote you a price, so that you can make an informed decision on what you want.

At Edmunds and Eve, we believe that Estate Planning should be a personal process that works for you; not a one-size-fits-all product.  All families are different, that is why our expert lawyers will work closely with you to discover 'the real you', before helping you to figure out 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.

 

Comprehensive and Expert Help to keep it in the family

You do not need to be "rich" in that sense and meaning, to apply these measures successfully and benefit your family and loved ones.  Even if you think you have little to pass-on, the chances are that you have more than you think, because most people underestimate their true worth as well as forget the related factors.   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.

What Is Estate Planning?

Estate Planning is the process of analysis and organisation of your estate ready for after you have died, to optimise your wishes with administration costs and legal and financial controls. A good estate planner has many skills and wears many hats, all to ensure that you get the right service.    We are part financial adviser, part tax consultant, part chartered accountant,  part solicitor,  part business counsellor, part family counsellor....

 

Esatate Planning Mitigates the 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.

Edmunds and Eve are Specialist Estate Planners.   Our focus is to help you save money and to prevent unplanned expense.   Everyone expects to pay money for advice and service; however, only by planning ahead with expert guidance, can you have any idea of how much, or how little, it should be.   Once you are armed with the knowledge, you can plan the legacy.   Everyone is unique and therefore so is your plan.

Frequently Asked Questions

For more information about Estate Planning