Legacy Planning in Woking
A considered approach to protecting your family's future
Woking sits at the heart of Surrey, a thriving town where modern development meets established residential communities. From the leafy streets around Horsell Common to the growing families settling near Brookwood and St Johns, Woking residents understand the importance of planning ahead. With property values continuing to reflect the town's excellent London connections and quality of life, ensuring your estate is properly arranged has never been more relevant.
We work with individuals and couples across Woking who want to take control of their legacy. Whether you have recently moved to the area or have lived here for decades, our home visit service means we come to you, allowing us to discuss your circumstances in the comfort and privacy of your own home.
Our services in Woking
Wills
A properly drafted will ensures your wishes are followed and your loved ones are provided for. We help Woking residents create clear, legally sound wills tailored to their circumstances.
Lasting Powers of Attorney
Appoint trusted people to make decisions on your behalf should you lose capacity. We guide you through both health and welfare, and property and financial affairs LPAs.
Trusts
Trusts can protect assets, reduce inheritance tax exposure, and provide for vulnerable beneficiaries. We explain which trust structures may suit your family's needs.
Potentially Exempt Transfers
Understand how lifetime gifts interact with inheritance tax rules and the seven-year survival period that determines their tax treatment.
Severance of Tenancy
For jointly owned property in Woking, severing a joint tenancy can be an important step in protecting your share for chosen beneficiaries.
Letter of Wishes
Complement your will with guidance for your executors and trustees on how you would like your estate to be administered.
Home visits available across Woking and nearby areas
We visit clients throughout Woking and the surrounding towns, including Guildford, Chertsey, Addlestone, and Weybridge. Our consultations take place at a time that works for you, including evenings and weekends where needed.
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