Legacy Planning in Egham
A considered approach to protecting your family's future
Egham is a historic Surrey town with deep connections to English history, situated near the meadows of Runnymede where Magna Carta was sealed. Today, it combines its heritage with a vibrant university community and established residential areas that stretch towards Virginia Water and Englefield Green. The borough's Thames-side location and excellent transport links make it attractive to professionals and families, many of whom own properties that represent significant financial assets worthy of proper estate planning.
Our services in Egham
Wills
We help Egham residents put in place clear, legally sound wills that express their wishes and provide for their families in the way they intend.
Lasting Powers of Attorney
Plan for the unexpected by appointing people you trust to handle decisions about your health and finances if the need arises.
Trusts
Discover whether a trust structure could help protect your assets, reduce your family's inheritance tax liability, or provide for beneficiaries over time.
Potentially Exempt Transfers
Understand how gifts you make during your lifetime are treated under inheritance tax law and plan your giving accordingly.
Severance of Tenancy
For jointly owned Egham properties, learn how changing your ownership arrangement can give you greater flexibility in your estate planning.
Letter of Wishes
Create a personal document that guides your executors through your wishes, values, and practical preferences for administering your estate.
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