Our estate planning solicitors advise individuals and families across England and Wales on protecting wealth, reducing inheritance tax, and planning confidently for the future.
Estate planning involves far more than writing a Will. It demands a thorough evaluation of how assets are owned, how family situations might evolve, how tax rules apply, and how your wishes can be protected both during your lifetime and after death.
Our role is to provide clear, tactical legal advice that ensures your estate is structured efficiently and reflects your long-term intentions.
Whether your affairs are straightforward or complex, our Private Client team delivers effective, forward-thinking estate planning solutions aimed at preserving your assets and giving you peace of mind.
Our Estate Planning Services
Effective estate planning often spans multiple areas of law.
Our solicitors take a holistic approach, ensuring each element of your plan works together and remains robust as situations change.
We regularly advise on:
- Wills and succession planning
Drafting and reviewing Wills to ensure assets pass according to your wishes and take account of family and financial circumstances. - Inheritance tax planning
Identifying and implementing lawful strategies to reduce inheritance tax exposure and preserve family wealth. - Trusts and asset protection
Advising on the use of trusts to protect assets, support vulnerable beneficiaries, or control how wealth is distributed. - Lasting Powers of Attorney
Planning ahead so that trusted individuals can manage your affairs if you lose mental capacity. - Care home fees and later-life planning
Helping you understand funding options and, where possible, protect assets if residential care is needed.
By addressing these areas together, we help ensure your estate plan is comprehensive, coordinated, and future-proof.
Why Estate Planning Matters
Estate planning is not only about what happens after you die.
A comprehensively arranged plan can help you:
- Protect assets during your lifetime
- Reduce inheritance tax liabilities
- Provide financial security for loved ones
- Plan for future care needs
- Avoid disputes and uncertainty
- Ensure continuity for family businesses
Without proper planning, estates are often exposed to unnecessary taxes, delays, and legal obstacles. Our estate planning solicitors work proactively to anticipate risks and put effective safeguards in place.
How Our Estate Planning Solicitors Can Help
We begin every matter with a detailed discussion of your assets, family circumstances, and objectives.
Our advice is tailored, practical, and grounded in long-term planning.
Our approach includes:
- Understanding family dynamics and future intentions
- Advising on executors, trustees, and attorneys
- Reviewing how assets are owned and structured
- Identifying inheritance tax and succession risks
- Recommending clear, legally solid solutions
Where appropriate, we work alongside financial advisers to ensure legal and financial planning are aligned.
Planning for the Whole Family
Estate planning is often most effective when future generations grasp it.
With your consent, we can meet with family members to explain your arrangements, clarify responsibilities, and reduce the risk of misunderstanding or dispute. This is particularly helpful where trusts, family businesses, or complex estates are involved.
We also provide ongoing advice as circumstances change and can support trustees and executors long after your lifetime. Where appropriate, Monan Gozzett can act as a professional trustee, either alone or alongside family members.
Deeds of Variation and Inter-Generational Planning
Significant estate planning opportunities can arise following a bereavement.
A Deed of Variation allows beneficiaries to redirect all or part of an inheritance, treating it as if it had been gifted by the deceased in their Will.
When used correctly, this can reduce inheritance tax exposure and support effective inter-generational planning.
Our solicitors can advise on whether a Deed of Variation is appropriate, guide you through the legal requirements, and ensure the arrangement fulfills its intended objectives.
Supporting Clients Across England and Wales
Our principal office is based in Arundel, West Sussex, and we advise clients nationally.
Appointments are available by arrangement in:
- London
- Manchester
- Yorkshire
- Surrey
- Hampshire
We also provide remote advice, enabling us to support individuals and families throughout England and Wales.
Estate Planning FAQs
Estate planning can include Wills, inheritance tax planning, trusts, lasting powers of attorney, and planning for future care costs. The aim is to ensure your assets are protected, your wishes are carried out, and your loved ones are provided for both during your lifetime and after your death.
Estate planning can benefit anyone, regardless of the size of their estate. It is especially useful if you own property, have savings or investments, run a business, or want to plan for future care needs and inheritance tax.
Yes. With appropriate legal advice, it may be possible to reduce inheritance tax through a combination of Will planning, trusts, lifetime gifts, and charitable giving. Our solicitors can advise on the most suitable options for your circumstances.
No. While estate planning is often associated with high-value estates, it can benefit individuals and families at many levels of wealth by delivering clear guidance, protection, and peace of mind.
It is beneficial to review your estate plan regularly and whenever there is a significant change in circumstances, such as marriage, divorce, the birth of a child, or changes to tax law.
If you would like to speak to our expert legal team about this, or any related subject then please contact our team by phone on 0207 936 6329, Email or by completing our Quick Contact Form below.
Please note that we are unable to offer free legal advice. Our client services team are here to take your case details and explain any costs involved