Estate planning.

Estate planning

Reducing uncertainty for your loved ones

Estate planning can give you more control over how your assets are managed both during your lifetime and after you pass away. Putting a proper plan in place can help maximise the value of your estate — and may even help avoid any future legal disputes.

Lex E Fiscal can help you get the most out of your estate. We’ll offer bespoke guidance on the best ways to distribute your assets and reduce uncertainty for your loved ones.

  • Final will and testament. We’ll walk you through the will-writing process and draft a final will and testament to meet your wishes after your death.
  • Inheritance planning. We’ll look at every aspect of your estate to maximise your savings and reduce your inheritance tax bill.
  • Legal disputes. Disagreements between beneficiaries can be inevitable, but some careful estate planning may help avoid possibilities of legal disputes.
  • Expect the unexpected. We know that circumstances can change, so we’ll make arrangements to ensure your estate plan is easily adapted to suit your needs, no matter what comes your way.
  • Power of attorney. We’ll help you appoint a Lasting Power of Attorney (LPA) to make decisions about your estate on your behalf if you are no longer able to do so.
  • Trusts. We can set up a trust that puts you in control of your assets and reduces your liabilities.

We’ll analyse your finances carefully to determine the best estate planning approach and develop a strategy tailored to your unique circumstances. Once we’ve drawn up your plan, we’ll help you implement it and review it regularly to ensure it still fits.

Start your journey with us today!

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