Estate Planning - WSP Solicitors

Estate planning

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.

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

Meet the WSP team

Meet the team

Samantha Artaius - WSP Solicitors

Samantha Artaius

Associate Solicitor

Nailsworth Office

EPA

Kirstie Carr

Solicitor

Dursley Office

New Inheritance Tax

Carole Haestier

Solicitor

Stroud Office

executor

Samantha Hosken

Associate Solicitor

Dursley Office

LPA

Susie Jones

Trainee Chartered Legal Executive

Stroud Office

Niamh McAlonan

Associate Solicitor

Stroud Office

Photo of Matthew Penley

Matthew Penley

Solicitor

Dursley Office

making a will

Ashley Wallace-Cook

Associate Solicitor

Gloucester Office

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