Estate Plan

Professional Estate Planning

Estate Plan

Forward Plan will ensure all of your assets and your estate will be transfered smoothly and all estate tax is fully accounted for. Estate planning provides a safe and sound way to prepare your finances to ensure that your assets are protected for your loved ones once you’re gone.

Estate planning also helps you to avoid or reduce the amount of inheritance tax you’ll pay.

No matter your location, we can provide a local and professional Estate Planner visit at a convenient time to draft your wishes and ensure you will be contacted by the solicitor or paralegal to complete your instructions.

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Professional Legal Services

Our Estate Planning Services Ensure You Have Peace of Mind

Forward Plan’s Estate planning enables you to put together a clear plan that details your wishes regarding how you’d like your estate to be managed upon your death. This will ensure that when the person looking after your estate applies for probate they will know what your wishes were.

Estate planning allows you to put down in words what you want to happen after your death. It’ll really help the people you leave behind to know exactly what you wanted and make it easier on them.

Planning for what will happen after your death can make the lives of your loved ones much easier.
Inheritance Tax (often called IHT) is paid on your estate after you die. But it’s not universal and most families will never need to pay it on behalf of their deceased loved one.
If your last wish is to leave your Estate or any gifts to Charity, we are able to ensure these are swiftly received by your chosen charities.
You can create a trust which is essentially a way of managing money or other assets on behalf of one or more beneficiaries. There are various types of trusts which provide an alternative to direct inheritance or transfer of certain parts of an estate.

Why Choose Us For Your Estate Planning needs?

With our help planning for what will happen after your death can make the lives of your loved ones much easier.
Ensure someone you know and trust is in control of your assets and health, should something unexpected occur.
The professional legal support your family will need, just when it’s difficult to know where to start.
Safeguard your loved ones from the raising costs of funerals with a pre paid funeral plan