Estate Planning Solicitors in Buckinghamshire
Plan Ahead to Protect Your Family and Legacy
When it comes to securing your family’s future, there are few things more important than having a clear, legally sound estate plan in place. Whether you’re thinking about your will, inheritance tax, trusts, or planning how your estate will be handled, our experienced estate planning solicitors are here to guide you through it with clarity and care.
Based in Buckinghamshire and working with clients across the UK, we help individuals, couples, and families protect their assets, reduce tax exposure, and ensure their wishes are followed. Estate planning isn’t just about preparing for the future – it’s about gaining peace of mind now.
We take a personal approach, getting to know your priorities and tailoring our advice accordingly. Whether your estate is modest or complex, we offer straightforward legal solutions that support your long-term goals.
What Is Estate Planning?
Estate planning is the process of arranging how your assets will be managed, preserved, and passed on after your death – or if you become unable to manage them yourself. It can include:
- Making a legally valid will
- Setting up trusts to manage inheritance or provide for dependants
- Inheritance tax planning to reduce liabilities
- Appointing Lasting Powers of Attorney (LPAs)
- Planning for care home costs or life insurance distribution
- Business succession planning for company owners
- Ensuring charitable giving or lifetime gifts are handled correctly
It’s never too early to put an estate plan in place. In fact, early planning can often reduce costs, avoid disputes, and protect your loved ones from difficult legal or financial decisions in the future.
If you already have a will or trust in place, we can review it to ensure it still reflects your current wishes and legal position.
Who Needs an Estate Plan?
Estate planning is not just for the wealthy. It’s for anyone who wants to make sure their affairs are in order, their assets are protected, and their family members or dependants are provided for.
Our estate planning solicitors in Buckinghamshire work with:
- Individuals with children, stepchildren, or dependants
- Couples who want to plan jointly or protect the surviving partner
- Homeowners who want to ensure property passes efficiently
- Business owners needing succession plans
- Older clients concerned about care fees or capacity issues
- People with foreign assets, second homes, or complex families
- Those wishing to leave gifts to charity or protect vulnerable beneficiaries
We offer a bespoke service designed around your circumstances, helping you to balance tax efficiency with family harmony.
Explore more of our support with Wills & Probate and Lasting Power of Attorney services.
Estate Planning Legal Services We Offer
Our comprehensive estate planning services include:
- Drafting and updating wills
- Setting up trusts (discretionary, life interest, bare trusts, etc.)
- Inheritance tax advice and mitigation strategies
- Advice on property ownership (joint tenancy vs tenancy in common)
- Lasting Powers of Attorney for health and financial decisions
- Care home fee planning and protection
- Lifetime gifting and asset transfer planning
- Estate planning for business owners, including shareholder protection
We also advise executors, trustees, and attorneys on their legal responsibilities. If your plans involve people living outside the UK or owning international assets, we can coordinate with overseas advisors where needed.
Our Approach – Personal, Professional, Practical
Estate planning is a personal matter, and we never take a one-size-fits-all approach. Our advice is always tailored to your goals, with sensitivity to family dynamics, financial priorities, and long-term security.
Clients across Buckinghamshire – including Aylesbury, High Wycombe, Beaconsfield, Milton Keynes, and surrounding areas – choose us for our:
- Friendly, approachable legal team
- Plain-English explanations without legal jargon
- Fixed-fee and transparent pricing
- Practical advice on complex family and financial situations
- Long-standing relationships built on trust and confidentiality
We often work alongside your accountant or financial planner to ensure your legal and financial strategy are aligned.
Speak to an Estate Planning Solicitor in Buckinghamshire
Good estate planning gives you peace of mind and protects the people you care about. Whether you’re starting from scratch or reviewing existing plans, we’re here to guide you with expert legal advice and long-term support.
Contact our trusted Solicitors in Buckinghamshire to speak to an experienced estate planning solicitor, or explore our wider Family Law Services for related support.
FAQs – Estate Planning Solicitors
What is the difference between a will and estate planning?
A will is one part of estate planning. Estate planning is broader – it includes everything from your will to inheritance tax strategy, trusts, property planning, and preparing for future incapacity with LPAs.
Do I need a solicitor for estate planning?
Yes, especially if your estate involves property, children from different relationships, business assets, or tax considerations. A solicitor ensures your documents are legally valid, tax-efficient, and reflect your intentions clearly.
What is inheritance tax planning?
Inheritance tax (IHT) planning helps reduce the tax liability on your estate when you pass away. This can involve using trusts, lifetime gifts, property structuring, and tax allowances. We’ll advise you on the most effective strategies.
Can I set up a trust as part of my estate plan?
Yes. Trusts are a valuable tool to protect assets, support vulnerable beneficiaries, or control how and when money is passed on. We advise on the right trust type for your goals and handle all legal drafting.