Legacy Planning in Bracknell
A considered approach to protecting your family's future
Bracknell has undergone a remarkable transformation in recent years, with substantial investment in the town centre sitting alongside established residential areas like Birch Hill, Wildridings, and Great Hollands. Part of Bracknell Forest in Berkshire, the town is home to a diverse mix of technology professionals, growing families, and long-standing residents. With the area's strong employment base and competitive property market, many Bracknell households hold significant assets that deserve proper protection through thoughtful estate planning.
We bring our estate planning service directly to Bracknell residents, visiting you at home to discuss your circumstances privately and without time pressure. Our consultations focus on helping you understand the legal framework first, so that any decisions you make are informed and considered. We work at your pace, explaining each element clearly and answering all your questions before moving forward.
Our services in Bracknell
Wills
A clear, professionally drafted will is the cornerstone of any estate plan. We help Bracknell residents create wills that account for their specific family structures, property ownership, and long-term wishes.
Lasting Powers of Attorney
Putting LPAs in place ensures that people you trust can manage your affairs if you become unable to do so. We guide Bracknell families through both types of LPA, explaining the responsibilities involved for all parties.
Trusts
Trusts can serve multiple purposes, from shielding assets against care home fees to providing structured inheritance for younger beneficiaries. We explain which trust arrangements may be appropriate given your goals and estate value.
Potentially Exempt Transfers
Lifetime gifts made more than seven years before death fall outside the inheritance tax net. We help Bracknell residents understand how to use potentially exempt transfers as part of a broader planning strategy.
Severance of Tenancy
If you and your partner own your Bracknell home as joint tenants, severing that arrangement gives each of you the freedom to leave your share to whomever you choose, opening up new planning possibilities.
Letter of Wishes
A letter of wishes supplements your will with personal guidance for your executors, covering everything from specific bequests to your preferences for how your estate should be wound up.
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