Legacy Planning in Bordon
A considered approach to protecting your family's future
Bordon is a Hampshire town in the midst of exciting change. The regeneration of the former military base at Whitehill and Bordon is creating a new community alongside the town's established neighbourhoods. New families are arriving to take advantage of the affordable housing and green surroundings, while long-standing residents continue to call this part of East Hampshire home. Whether you are newly settled or have deep roots here, putting your estate plans in order gives you and your family valuable peace of mind.
Our services in Bordon
Wills
Whether you are a first-time buyer or have accumulated significant assets over the years, a properly drafted will ensures your estate goes where you intend.
Lasting Powers of Attorney
Choose trusted individuals to manage your health and financial affairs if you become unable to do so, avoiding the need for expensive court applications.
Trusts
Explore whether a trust arrangement could help protect your family home or provide for beneficiaries in a structured, tax-efficient way.
Potentially Exempt Transfers
Understand the inheritance tax rules around lifetime gifts and how careful timing can benefit your family in the long term.
Severance of Tenancy
If you jointly own your home, learn how severing the tenancy can open up new options for how your share is dealt with in your will.
Letter of Wishes
Add a personal touch to your estate planning with a letter that guides your executors on your preferences and priorities.
Home visits available across Bordon and nearby areas
We cover Bordon, Whitehill, and the surrounding villages, as well as Hindhead, Petersfield, and Farnham. Our home visit service is available during the day, evenings, and weekends to suit your schedule.
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