Legacy Planning in Guildford
A considered approach to protecting your family's future
Guildford is Surrey's county town, a place where centuries of history blend with a vibrant modern community. From the characterful streets climbing the High Street to the expanding residential areas around Park Barn and Onslow Village, Guildford is home to families at every stage of life. The town's desirable location, excellent schools, and strong property market make estate planning a natural priority for residents who want to ensure their assets pass to the right people in the right way.
We support Guildford residents with all aspects of legacy planning, from straightforward single wills to more complex arrangements involving trusts and inheritance tax mitigation. Our approach is educational first: we help you understand the rules before making decisions, so you feel confident that your plans genuinely reflect your wishes.
Our services in Guildford
Wills
Whether you are writing your first will or updating an existing one, we ensure your document is clear, comprehensive, and legally robust. We take time to understand your family circumstances and guide you through the decisions that matter.
Lasting Powers of Attorney
An LPA allows you to choose who makes important decisions if you can no longer make them yourself. We help Guildford residents set up both health and welfare, and property and financial affairs LPAs.
Trusts
From discretionary trusts to life interest arrangements, we explain how trust structures can safeguard your estate for future generations while potentially reducing the inheritance tax burden on your family.
Potentially Exempt Transfers
Lifetime gifting can be a valuable planning tool, but the rules around potentially exempt transfers require careful consideration. We help you understand the seven-year rule and its implications.
Severance of Tenancy
Many Guildford homeowners hold property as joint tenants. Severing this arrangement allows each owner to leave their share to whomever they choose, offering greater flexibility in estate planning.
Letter of Wishes
A letter of wishes provides your executors and trustees with personal guidance that sits alongside your will, covering matters from funeral preferences to how you would like specific gifts distributed.
Home visits available across Guildford and nearby areas
We regularly visit clients throughout Guildford borough and the surrounding areas, including Woking, Godalming, Cobham, and Leatherhead. We are happy to arrange appointments during the day, in the evening, or at weekends.
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