Legacy Planning in Addlestone
A considered approach to protecting your family's future
Addlestone is a friendly Surrey town within the Runnymede borough, conveniently placed between the M25 and the Basingstoke Canal. It is a practical, well-connected place to live, popular with commuting professionals and growing families who appreciate its relative affordability within the Surrey property market. Many Addlestone residents are at the stage of life where estate planning becomes a priority, whether they are building wealth, raising children, or approaching retirement and wanting to ensure their affairs are in order.
Our services in Addlestone
Wills
From straightforward single wills to mirror wills for couples, we create documents that accurately capture your wishes for your Addlestone family.
Lasting Powers of Attorney
Appoint people you trust to handle decisions about your health and finances if you ever lack the capacity to manage them yourself.
Trusts
Find out whether placing assets in trust could help protect them for your children while potentially reducing your inheritance tax exposure.
Potentially Exempt Transfers
Understand how the inheritance tax system treats gifts made during your lifetime and the importance of the seven-year survival period.
Severance of Tenancy
Consider whether converting your joint tenancy to tenants in common could give you greater control over your share of the family home.
Letter of Wishes
Provide your executors with a roadmap for administering your estate, covering personal items, funeral wishes, and other practical matters.
Download our free estate planning guide
Our comprehensive PDF guide explains the key elements of estate planning in plain English, helping you understand what steps to consider for your family's future.
Download PDF Guide