Planning how your wealth and estate is looked after is more important than ever. There’s a high chance your family could be hit by an inheritance tax. For example, rising house prices means that today many people can fall under the parameters of inheritance taxes.

As well as advice on how to structure the assets themselves, you’ll need to go through the correct legal procedure to put the agreed plan of action into place.

Estate planning is specialist work and alongside acknowledged independent financial advisors we are recognised as leading wealth & estate planning solicitors in Thorpe Bay.

What is Estate Planning?

Estate planning is the process of structuring your assets so they can be passed on without the Estate paying more inheritance tax than is necessary. It’s a highly complex legal area and as well as legal advice, often requires a financial adviser to help you structure your assets effectively. At BTMK we work closely with leading independent financial advisors who can advise you on the best way to do this.

Getting Advice on Wealth Planning

The tax laws are complex so choosing the right estate planning solicitors in Thorpe Bay is crucial. Part of the process usually involves making financial arrangements in areas including the below:

  • Making Wills
  • Setting up Trusts
  • Having in place Lasting Powers of Attorney
  • Gifting
  • Insurance and Protection Policies

When it’s done properly, good estate planning can save your Estate from paying large amounts of tax and keep you comfortable in your current life stage. Some of the allowances for reducing the tax burden are created for a lifetime, others are yearly. And it often needs many arrangements to be made together.

Once you know how to structure your estate, our estate planning solicitors in Thorpe Bay. can help you through the legal options available to put in place effective estate planning that benefits you and your family. You’ve worked hard for your money and we’ll help you protect it. Come and speak to the experts at BTMK, working on your behalf.

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Saul Caplan

Wills, Inheritance, Trusts and Probate | BTMK Goodson

Jessica Dawkins

Wills, Inheritance, Trusts and Probate | BTMK Goodson

Laura Dwyer

Wills, Inheritance, Trusts and Probate | BTMK Todmans

Saheb Choudhury

Wills, Inheritance, Trusts and Probate | BTMK Goodson

Nabiha Umer

Private Client | BTMK Todmans

Sophie Bacon

Private Client | BTMK Todmans

Paula Dallison

Private Client | BTMK Todmans

Susan Foxen

Wills, Inheritance, Trusts & Probate | BTMK Goodson

Mark Goodson

Wills, Inheritance, Trusts and Probate | BTMK Goodson

Megan McKinlay

Wills, Inheritance, Trusts and Probate | BTMK Goodson

Kavita Ryatt

Wills, Inheritance, Trusts and Probate | BTMK Goodson

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