Legacy Planning in Camberley
A considered approach to protecting your family's future
Camberley sits at the meeting point of Surrey, Hampshire, and Berkshire, giving the town a distinctive character shaped by its military heritage and thriving modern community. From the leafy avenues near the Royal Military Academy to the family neighbourhoods of Frimley and Mytchett, Camberley residents value stability, community, and forward planning. The area's strong housing market and proximity to major employment centres mean many local families hold substantial property assets that benefit from careful estate planning.
We offer home visits throughout Camberley and the wider Surrey Heath area, bringing estate planning expertise to your door. Our approach is straightforward: we help you understand the rules that govern inheritance, explain the tools available to you, and then support you in putting arrangements in place that genuinely match your wishes. There is never any rush, and we welcome all questions.
Our services in Camberley
Wills
A well-structured will ensures your estate passes according to your wishes rather than the default intestacy rules. We help Camberley families create wills that address their specific circumstances, from blended families to business ownership.
Lasting Powers of Attorney
Putting LPAs in place is one of the most thoughtful things you can do for your family. We help Camberley residents choose suitable attorneys and understand the scope of the powers being granted.
Trusts
Whether you are concerned about protecting your home, providing for a vulnerable family member, or managing inheritance tax, trusts offer flexible solutions. We explain the different structures and help you identify which may be suitable.
Potentially Exempt Transfers
Strategic lifetime gifting can form part of your overall estate plan. We help Camberley residents understand the seven-year rule, annual exemptions, and other provisions that govern potentially exempt transfers.
Severance of Tenancy
Many couples in Camberley own their property as joint tenants without realising the inheritance implications. Severing this arrangement can provide important planning flexibility, especially in second marriages or blended families.
Letter of Wishes
Your letter of wishes provides context and personal guidance that sits alongside your will, helping your executors understand not just what you want, but why, and how you would like things handled.
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