Chertsey is a historic Surrey town on the banks of the Thames, with roots stretching back to the seventh-century abbey that once stood here. Today it is a busy commuter town with a mix of period homes and newer developments, attracting families who value its riverside setting and strong transport links. The Runnymede borough location means property values are robust, and many Chertsey residents find that professional estate planning gives them confidence that their family home and savings will be properly looked after.

Our services in Chertsey

Wills

We draft clear, comprehensive wills for Chertsey residents, ensuring your estate is distributed exactly as you wish.

Lasting Powers of Attorney

Arrange for trusted individuals to manage your health and financial affairs if you are ever unable to do so yourself.

Trusts

Understand how trusts can help you protect property, provide for dependants, and manage inheritance tax in a structured way.

Potentially Exempt Transfers

Learn how the rules around lifetime gifting apply and how forward planning can reduce the tax burden on your estate.

Severance of Tenancy

Explore whether changing how you hold your Chertsey property could benefit your estate planning arrangements.

Letter of Wishes

Add personal context to your will with a letter that guides your executors on matters close to your heart.

Home visits available across Chertsey and nearby areas

We visit clients throughout Chertsey and the surrounding towns of Addlestone, Weybridge, Woking, and Egham. Whether you live near the town centre or in the quieter streets towards St Ann's Hill, we are pleased to come to you.

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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.

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Legacy Planning in Chertsey