Legacy Planning in Farnham
A considered approach to protecting your family's future
Farnham is one of Surrey's most sought-after market towns, sitting on the Hampshire border with a character all its own. Known for its Georgian architecture, thriving arts scene, and strong community spirit, Farnham attracts families who value quality of life alongside accessibility to London and the wider south east. The town's elevated property values and established residential areas make it a place where considered estate planning is particularly important.
We serve Farnham residents with a personal, home-visit approach to legacy planning. Sitting at the crossroads of Surrey and Hampshire, Farnham is ideally placed within our coverage area, and we regularly visit clients throughout the town and its surrounding villages. Our consultations begin with education, helping you understand what the law allows and what might work best for your family circumstances.
Our services in Farnham
Wills
Whether you are a young professional taking the first step or a retired couple looking to update existing arrangements, we draft wills that clearly express your intentions and stand up to legal scrutiny.
Lasting Powers of Attorney
Choosing your own attorneys while you have capacity is one of the most important things you can do. We walk Farnham residents through the process of setting up health and welfare, and property and financial affairs LPAs.
Trusts
With property values in Farnham often exceeding inheritance tax thresholds, trusts can play a significant role in protecting your estate. We explain the options clearly, from property protection trusts to discretionary arrangements.
Potentially Exempt Transfers
Gifting can reduce your estate's exposure to inheritance tax, but the seven-year survival period and other rules need careful consideration. We help Farnham families understand how to make the most of these opportunities.
Severance of Tenancy
For couples owning property in Farnham as joint tenants, severing the tenancy creates flexibility in how each share is left, potentially protecting assets for children from previous relationships or reducing tax exposure.
Letter of Wishes
A letter of wishes adds personal context to your formal estate plan, guiding your executors on matters ranging from the care of pets to how you would like family heirlooms distributed.
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