Protect your Estate and Legacy

Planning for the future isn’t just about managing your finances today; it’s about protecting your estate and ensuring your legacy is preserved for those you care about most. Our estate planning services help you put the right structures in place, giving you peace of mind that your wishes will be respected and your loved ones supported.


We can help you create a comprehensive estate plan, covering:

  • Wills – making sure your assets go exactly where you want them to, giving your family clarity and peace of mind.

  • Lasting powers of attorney – choosing someone you trust to make important decisions for you if you’re ever unable to.

  • Trusts – a smarter way to manage and protect your wealth, giving you control over how your money is used and who benefits.

  • Inheritance tax planning – getting help organising your estate to reduce the tax your loved ones might need to pay, so more of your wealth stays in the family.

  • Preparing for care fees – planning ahead for potential care costs, ensuring you get the support you need while protecting what you want to leave to your loved ones.

With the right estate planning in place, you can secure your family’s future, protect your wealth, and leave a legacy that reflects your intentions.

Speak to an adviser

Quick answers

  • Yes, you can update your will at any time. Life events such as marriage, divorce, having children, or changes in your finances are all common reasons to review and update your will.

  • Dying without a will (intestate) means your estate will be divided according to legal rules, which may not match your wishes and could cause complications or disputes.

  • An LPA allows you to appoint someone you trust to make decisions on your behalf if you lose the ability to make them yourself. There are two types: health & welfare and property & financial affairs.

  • It’s best to set up an LPA while you are fully capable, as you cannot create an LPA if you’ve already lost mental capacity.

  • Yes, you can appoint multiple attorneys to act together or separately. You can also set rules about how they make decisions to suit your situation.

  • A trust is a legal arrangement where you transfer assets like money, property, or investments so they can be managed for the benefit of someone else, called the beneficiaries.

  • Trustees are responsible for managing the assets according to the rules you set. They make decisions in the best interests of the beneficiaries and must follow the terms of the trust. Trustees can be family, friends or a professional.

  • There are different types of trusts for different purposes. It’s important to speak with an adviser to ensure the type of trust you set up aligns with your financial goals.

What our clients say

testimonials

 “Great service. Geraint listened and really understood what we’re trying to achieve and the process was stress-free. Thanks for giving us peace of mind our money will be in the right hands.”

Sally

“I set up a will and lasting power of attorney through the money partnership. Geraint was really helpful and quick at communicating. Would highly recommend.”

Damon

WILL WRITING, TRUSTS AND INHERITANCE TAX PLANNING ADVICE IS NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY