Later Life Planning

We understand that planning for the future can be a daunting prospect, whether you are concerned about Inheritance Tax, care home costs or ensuring that you are able to provide for yourself and your loved ones in the longer-term. 

It is never too early to start planning for the future, and it is often the case that, the earlier you start to think about these things, the more that can be done to help - so we don’t see Later Life Planning as something which affects only those in the latter stages of life!

We have a wealth of experience in providing you with straightforward and clear advice on the preparation of tailor-made Wills and Family Trusts and in all aspects of planning for you, your loved ones and future generations of your family.

We provide clear advice about Inheritance Tax and Capital Gains Tax generally and can explain a variety of planned measures which can be taken to mitigate these. We offer strategic advice on the use of trusts for the preservation of wealth and in particular how they might interact to help alleviate concerns that may manifest themselves around the family home and care home costs.

Our approach is to find out about you and your needs and to understand your concerns. We explain the options and endeavour to provide workable and, where appropriate, tailor-made solutions for the long-term, not merely with the sole target of saving tax.

We have considerable experience of succession in small businesses, especially in a rural context or where an enterprise has been run within one family for two or more generations. We would be delighted to have an opportunity to discuss these with you.

Looking after our clients is paramount. We therefore offer a free no obligation life phase review designed to take an in depth look at your life and your ambitions  and what we can do to help you organise, prepare and plan to protect and achieve these now and in the future. Take the first step and contact any of our solicitors to make an appointment to take advantage of this complimentary introduction.

We do not offer a one-size-fits-all planning strategy.  Our policy is always to get to know you and your loved ones as well as possible, so that we can then offer practical, meaningful and realistic advice which is tailored to your own specific needs. 

Please contact any of our solicitors if you wish to make an appointment for reviewing your affairs.

Our Fact Sheets are available to download here: