Personal Estate & Succession Planning

Proactive planning can help you manage what happens to your estate both during and after your lifetime.

Consider the pros and cons of gifting, the use of Trusts and Will Trusts, and the potential exposure to market conditions, legislation changes and care costs.

Advanced thinking can also reduce the burden of Inheritance Tax, iron out the potential practical challenges, and save time and stress for your loved ones during the probate process.

Give clarity on what you want to happen, be that a Letter of Wishes, a comprehensive guide into your estate and interests, or formalised in your Will.

We sometimes refer to this as Stage 2 Planning, putting in place the guidance to support your family through the probate process, from making practical plans with your loved ones through to leaving a guide on what to look out for during the probate process and beyond.

Some areas where our team can help… 

Wills, Trusts & LPAs

Ensure you have a Will in place as well as protection should you lose capacity

Mortgages & Lending

Raising Finance on Personal Assets can help access cash for retirement (or investments) and reduce Inheritance Tax

Insurance & Protection

Whole of Life Insurance cover can help pay off debts, including mortgages and Inheritance Tax.

Business & Property

Expert support where interests in Businesses and/or Property form a part of your estate

Investments, Tax & Pensions

Make the most of Inheritance Tax free investments.

Probate

Probate Solicitors, assistance for executors, and helping your family prepare for probate

About One Consultancy Wealth & Estate Solutions for Private Clients

Wealth solutions for private clients encompass a tailored approach aimed at preserving, growing, and strategically managing your assets and succession plans..

These solutions often involve a blend of professional services, investment strategies, estate planning, risk management, and tax optimisation.

Understanding your unique goals, risk tolerance, and financial circumstances is paramount. Whether you’re looking for specific solutions, or a raft of different products, we can help you. Contact the team today.

Contact our Expert team today

Helping individuals and families maximise the value of their estate

One Consultancy Solutions

Ask a question or enquire about a service

For specific enquiries, or to become a client please fill out the form and a member of the team will get back to you, or call us directly on 0203 988 0630

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