Legacy Planning in Portsmouth
A considered approach to protecting your family's future
Portsmouth is a city shaped by its maritime heritage, from the historic dockyard to the bustling communities of Southsea, Cosham, and Drayton. As one of Hampshire's most densely populated cities, Portsmouth is home to a diverse mix of residents, from young professionals and military families to long-established households with deep roots in the community. For many, the family home represents their most significant asset, making proper estate planning essential.
We offer home visits across Portsmouth and the wider south Hampshire area. Our role is to help you understand the options available and to put in place arrangements that protect the people you care about most. We take a patient, educational approach, making sure you are fully informed before any decisions are made.
Our services in Portsmouth
Wills
A well-drafted will gives you control over who inherits your estate. We work with Portsmouth families to create wills that accurately reflect their wishes, from simple provisions to more complex arrangements involving multiple beneficiaries.
Lasting Powers of Attorney
Without an LPA, your family may face court applications if you lose the ability to manage your affairs. We help Portsmouth residents put these vital documents in place while they have capacity to do so.
Trusts
Trusts offer a way to manage how and when your assets pass to beneficiaries. Whether you want to protect your home from care fees or provide for grandchildren at specific ages, we can explain which structures might work for you.
Potentially Exempt Transfers
Making gifts during your lifetime can reduce your estate for inheritance tax purposes, but the rules are more nuanced than many people realise. We help you understand how potentially exempt transfers work in practice.
Severance of Tenancy
If you own your Portsmouth property jointly, a severance of tenancy allows each owner to direct their share in their will, rather than it passing automatically to the surviving owner.
Letter of Wishes
A letter of wishes sits alongside your will and provides guidance to your executors on matters that may not be covered in the formal legal document, such as the distribution of personal belongings.
Home visits available across Portsmouth and nearby areas
We visit clients throughout Portsmouth and the surrounding areas, including Havant, Hayling Island, and Petersfield. Whether you live in Old Portsmouth, North End, or any other part of the city, we are happy to come to you.
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