Legacy Planning in Walton-on-Thames
A considered approach to protecting your family's future
Walton-on-Thames is a popular Elmbridge town with a thriving high street, excellent schools, and a strong sense of community along the Thames. The town blends riverside charm with modern convenience, attracting young professionals, growing families, and downsizers alike. Property in Walton commands premium prices, reflecting its desirability, and many residents recognise the importance of putting proper estate plans in place to protect the wealth they have worked hard to accumulate.
Our services in Walton-on-Thames
Wills
We help Walton-on-Thames residents create wills that reflect their circumstances, from young families needing guardianship provisions to retirees reviewing existing arrangements.
Lasting Powers of Attorney
Protect yourself and your family by putting LPAs in place while you have capacity, choosing people you trust to act on your behalf.
Trusts
Explore how trusts can help manage your family's inheritance tax position and provide structured provision for beneficiaries of all ages.
Potentially Exempt Transfers
Understand how gifts you make during your lifetime are treated for inheritance tax purposes and what the seven-year rule means in practice.
Severance of Tenancy
If you own your Walton-on-Thames home jointly, consider whether changing to tenants in common could enhance your estate planning options.
Letter of Wishes
Provide detailed guidance to your executors with a personal letter that covers matters beyond the scope of your formal will.
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