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0800 019 9660

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info@tlcwillservices.co.uk

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Estate Planning

Estate planning is about looking at the wider picture; making provisions for specific beneficiaries, guardianship, funeral wishes, and arranging Lasting Power of Attorney.

Estate planning is about looking at the wider picture; making provision for specific beneficiaries, guardianship, funeral wishes and arranging Lasting Power of Attorney’s. Perhaps most importantly, estate planning can help to minimise tax liabilities of an estate and so reduce the inheritance tax that may be due on your estate.
What is included in estate planning?
Your estate is made up of everything that you own including property, investments, insurances and cash. A proportion of anything you jointly own is also included in your estate and some gifts that you may have made within the last seven years are also considered to be part of your estate for tax purposes and so identifying the size and scope of your estate is the first step for any good financial advisor.
A great deal of estate planning can be carried out in your Will or with the use of lifetime trusts. However there are occasions when planning involves investments and sometimes selling and/or rearranging your assets. Our Professional connections include qualified FCA ( Financial Conduct Authority) Financial Advisers. This allows us to be a one stop shop for all your Estate Planning and Investment needs.
Our estate planning services include:
  • Inheritance tax planning
  • Trust services
  • Allocation of assets
  • Life assurance plans

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ESTATE PLANNING FOR BUSINESS OWNERS

Google Reviews

The Legacy Company have assisted me and my family with a number of services including Will Writing, Power of Attorney arrangements and various property issues. James McPhail in particular has been extremely helpful always going the extra mile to assist wherever possible which has been much appreciated. I would definitely recommend them to a friend!
Sarah HendersonGoogle Reviews
Contacted The Legacy Company from a friend's recommendation and James McPhail made a home visit. I found him very kind, professional and straightforward in what can be a confusing and difficult task. Had a quick response to organise and we are very satisfied with how our request was dealt with and how it was conducted. Highly recommend.
CSGoogle Reviews
Making a Will and LPA is obviously never going to be an enjoyable experience, but James took us through everything that we needed to do with a nice light friendly touch - including some humour 🙂 He explained all of the legal jargonese in easy to understand terms, and took us through all of the paperwork in a very concise way. (Thumbs up for the 'one pen' rule James) I would definitely recommend the Legacy Company.
Arthur SnellingGoogle Reviews
Thank you very much James at TLC for your professionalism and for your valuable advice to help me writing my Will. Your service was second to none! I would recommend anyone to contact James McPhail even for a simple Will.
Isabelle CornellGoogle Reviews
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