Legacy Planning in Cobham
A considered approach to protecting your family's future
Cobham is a prosperous Elmbridge village renowned for its excellent schools, green surroundings, and village feel despite its proximity to London. The area around Cobham, Oxshott, and Stoke D'Abernon is home to families who have invested significantly in their properties and lifestyles, and who naturally want to ensure these assets are protected for future generations. With many estates here comfortably exceeding inheritance tax thresholds, professional guidance on estate planning is particularly valuable for Cobham residents.
Our services in Cobham
Wills
We draft comprehensive wills for Cobham families that address complex estates, including multiple properties, investments, and provisions for children at different stages of life.
Lasting Powers of Attorney
Ensure continuity in the management of your affairs by appointing capable attorneys through carefully prepared LPA documents.
Trusts
For Cobham residents with substantial estates, trusts offer powerful tools to manage inheritance tax, protect assets, and provide for beneficiaries in a controlled manner.
Potentially Exempt Transfers
Learn how structured lifetime giving can work alongside your will and trust arrangements to create a comprehensive estate planning strategy.
Severance of Tenancy
Consider whether your property ownership structure is optimal for estate planning, and how changing it might benefit your overall arrangements.
Letter of Wishes
Where trusts give discretion to trustees, a letter of wishes provides the guidance they need to understand and honour your intentions.
Home visits available across Cobham and nearby areas
We visit clients in Cobham, Oxshott, Stoke D'Abernon, and the wider area including Weybridge, Walton-on-Thames, and Leatherhead. Our discreet home visit service is well suited to the private nature of estate planning discussions.
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