Legacy Planning in Petersfield
A considered approach to protecting your family's future
Petersfield is a handsome market town at the heart of the South Downs National Park in East Hampshire. Its weekly market, independent shops, and strong community identity make it a popular choice for families and retirees alike. The town's setting within a national park means property here holds its value well, and residents tend to be people who think carefully about the future. Estate planning is a natural extension of that considered outlook, ensuring your assets are protected and your family is provided for.
Our services in Petersfield
Wills
We draft wills for Petersfield residents that account for every aspect of their estate, from property and investments to personal possessions and charitable wishes.
Lasting Powers of Attorney
Ensure the people you trust most can step in to manage your affairs if you become unable to do so, without the delay and cost of court proceedings.
Trusts
From protecting your South Downs home to managing inheritance for younger beneficiaries, trusts provide structured solutions tailored to your family's needs.
Potentially Exempt Transfers
Understand how gifts made during your lifetime interact with inheritance tax and what the seven-year survival period means for your planning.
Severance of Tenancy
Learn how changing your property ownership from joint tenants to tenants in common can enhance your estate planning options.
Letter of Wishes
Provide your executors with a personal guide that supplements your will with your values, preferences, and practical instructions.
Home visits available across Petersfield and nearby areas
We visit clients throughout Petersfield and the surrounding East Hampshire area, including Bordon, Havant, and Portsmouth. We understand the rural nature of this area and are happy to travel to you, wherever you are in the district.
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