Legacy Planning in Ascot
A considered approach to protecting your family's future
Ascot is synonymous with prestige, from the world-famous racecourse to the exclusive residential areas of Sunninghill and Sunningdale. This corner of east Berkshire attracts residents who have achieved significant success and who understand the importance of protecting their wealth for future generations. With many Ascot properties carrying values well above inheritance tax thresholds, professional estate planning is not merely advisable here but a practical necessity for families who want to preserve what they have built.
Our services in Ascot
Wills
We create wills for Ascot residents that address complex estates, ensuring your property, investments, and personal wishes are all clearly documented.
Lasting Powers of Attorney
With substantial assets to manage, having trusted attorneys in place is essential. We guide you through choosing the right people and defining appropriate powers.
Trusts
Trust planning is particularly relevant for Ascot residents, where estate values often make inheritance tax a significant concern. We explain the structures that could work for your situation.
Potentially Exempt Transfers
Understand how strategic lifetime giving can work alongside other planning tools to manage your estate's exposure to inheritance tax.
Severance of Tenancy
For high-value jointly owned property, severing the tenancy can be a critical first step in effective estate planning for couples.
Letter of Wishes
Provide detailed, personal guidance to your executors and trustees, particularly important where discretionary trusts form part of your arrangements.
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