Estate Planning

Estate Planning Solicitors

You’ve worked hard all your life. Now it’s our turn to work hard on your behalf, to protect the wealth you’ve accumulated and lifestyle you’ve created for you and your family so that you can pass it on to the people you’d like it to go to.

Everything you treasure. We can help you keep it in safe hands

Our aim is to build long-term relationships with our clients to help them manage, grow and pass on their wealth to the next generation.

In a world where laws and taxes are constantly changing, we will provide clear, practical and straightforward advice. You can be confident that our team can assist you in all areas of planning for the future, including tax mitigation, Lasting Powers of Attorney and protecting assets later in life from the cost of care.

We have the legal experience and expertise to manage large estates and solve complex legal problems, ensuring your loved ones keep hold of the things you value most. By taking the time to listen and learn about your finances in depth, we’ll provide clear, tailored advice and services that are unique to your specific needs and priorities.

Expert tax and financial planning advice – made simple

We work closely with tax advisors to seek the most tax-efficient outcome for your particular circumstances, including the most tax-efficient ways of disposing of or retaining your property or assets in the UK and abroad. We’re also skilled in analysing your circumstances and providing uncomplicated solutions that can minimise the potential impact of inheritance tax, capital gains tax and income tax, wherever possible.

Contact our estate planning solicitors in Gloucestershire

For expert advice on planning your estate, please contact your local WSP branch in GloucesterStroud or Dursley today.

Beneficiary: Someone who will benefit from your will or trust.

Estate: Everything you own.

Guardians: Responsible for looking after children (under 18) following the death of both parents.

Grant of Probate: A court certificate authorising the person(s) named on it to deal with a deceased’s estate with full authority.

Inheritance Tax: The government’s charge on all your assets at your death.

Lasting Power of Attorney (LPA): A document authorising an individual(s) chosen by you to make decisions on your behalf in connection with your property, financial affairs, health and welfare when you are no longer able to make those decisions for yourself.

Nil Rate Band: The value of your estate assessed to inheritance tax at the rate of 0% (i.e. tax free), currently £325,000, with the balance being charged at 40%.

Trust: A binding obligation on the trustee.

Trust Administration: The day to day running of your trust, including the management of trust assets, filing tax returns and preparing trust accounts.

Trust Fund: The total of all the assets subject to the trust.

Trustee: Responsible for looking after trust funds for your chosen beneficiary or beneficiaries.


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    We can help with...
    • Planning what happens to your estate when you die
    • Planning to reduce the impact Inheritance Tax has on those you leave behind
    • Tax mitigation, including capital gains, income and inheritance tax planning
    • The use of family trusts to protect wealth
    • The full use of exemptions and tax reliefs
    • Co-ordinating Wills with the restructuring of family businesses to ensure smooth transition of business assets
    • Structuring the ownership of land and business assets for tax efficiency and asset preservation