Legacy Planning in Weybridge
A considered approach to protecting your family's future
Weybridge is one of Surrey's most affluent towns, known for its elegant homes along the private roads of St George's Hill and its established communities around the River Wey and Brooklands. The town attracts successful professionals and families who have built substantial wealth and want to ensure it is passed on thoughtfully. With property values among the highest in the county, inheritance tax planning is a particular concern for many Weybridge households, making expert estate planning not just advisable but essential.
Our services in Weybridge
Wills
We create wills for Weybridge residents that address the full complexity of their estates, from high-value property to investment portfolios and business interests.
Lasting Powers of Attorney
Ensure that the management of your substantial affairs can continue smoothly by appointing trusted attorneys through properly drafted LPAs.
Trusts
With estates often significantly exceeding inheritance tax thresholds in Weybridge, trust structures can play a crucial role in protecting wealth for future generations.
Potentially Exempt Transfers
Strategic gifting can form part of a long-term plan to manage your estate's tax exposure. We explain the rules clearly and help you plan accordingly.
Severance of Tenancy
For couples owning high-value property jointly, severing the tenancy can unlock significant planning opportunities, particularly around nil-rate band usage.
Letter of Wishes
Guide your executors and trustees with a personal letter setting out your intentions, especially important where discretionary trusts are involved.
Home visits available across Weybridge and nearby areas
We visit clients throughout Weybridge, including the private estates, as well as in Walton-on-Thames, Cobham, Chertsey, and Addlestone. All consultations take place in the privacy of your own home.
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