Legacy Planning in Southampton
A considered approach to protecting your family's future
Southampton is Hampshire's largest city, a place defined by its port heritage and continual reinvention. From the established suburbs of Bassett and Swaythling to the waterfront developments around Ocean Village, the city draws together a broad community of professionals, retirees, and young families. With significant property wealth concentrated across the city's varied neighbourhoods, effective estate planning helps residents protect what they have built for the people who matter most.
Our service brings estate planning expertise directly to your home in Southampton. We believe that understanding the rules is the first step towards making good decisions, so our consultations focus on education and clarity before moving to implementation. There is no pressure, no jargon, and no unnecessary complexity.
Our services in Southampton
Wills
Your will is the foundation of your estate plan. We help Southampton residents draft wills that clearly express their wishes, appoint appropriate executors, and provide for all intended beneficiaries.
Lasting Powers of Attorney
An LPA is not just for the elderly. Illness or accident can affect anyone at any age. We help Southampton residents of all ages appoint trusted attorneys to act on their behalf if the need arises.
Trusts
Whether you want to ring-fence your property, provide for a child with additional needs, or manage when beneficiaries receive their inheritance, trusts offer flexible solutions that we can explain in straightforward terms.
Potentially Exempt Transfers
Gifting during your lifetime can be an effective way to reduce your taxable estate, but timing and amounts matter. We explain how the seven-year rule applies and help you plan gifts that achieve your objectives.
Severance of Tenancy
Couples who own property as joint tenants in Southampton may benefit from severing their tenancy, giving each person the ability to leave their share as they wish through their will.
Letter of Wishes
While not legally binding, a letter of wishes provides invaluable guidance to your executors about how you want your estate administered, including personal items, charitable donations, and funeral preferences.
Home visits available across Southampton and nearby areas
We cover all areas of Southampton and also visit clients in Portsmouth, Havant, and Petersfield. Whether you are in Shirley, Woolston, or Chandler's Ford, we are happy to arrange a visit at your convenience.
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