Leaving a lasting impact
When it comes to planning for the future, everyone’s situation is different.
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You might be thinking about how best to support your family, reduce the impact of Inheritance Tax (IHT), or make a meaningful gift to a cause close to your heart. Whatever your goals, taking time to plan ahead gives you peace of mind and ensures your wishes are carried out just as you intend.
We believe estate planning isn’t just for the wealthy – it’s for anyone who wants to look after the people and causes that matter most. We see it as more than paperwork or tax planning. It’s about clarity, confidence and making sure your hard work benefits those you care about, both now and in the future.
Why estate planning matters
Having a clear, up-to-date Will is usually the best place to start. It makes sure your estate is managed according to your wishes and helps avoid unnecessary stress or confusion for your loved ones. But effective estate planning can go further than that.
With more families now affected by Inheritance Tax, it’s worth understanding how simple steps such as lifetime gifts, trusts, or other tax-efficient approaches can help protect what you’ve built.
For some people, that might mean helping children or grandchildren with education or buying their first home. For others, it’s about leaving a legacy that continues to make a difference for generations to come.
Whatever matters most to you, we’ll help you make informed choices that feel right and achievable.
Contact us
How we can help
Our role is to make things straightforward. We’ll take the time to understand your personal circumstances, listen to what’s important to you and explain your options clearly – no jargon, no pressure.
Whether you want to explore trusts, manage the impact of Inheritance Tax, or review your Will and Lasting Power of Attorney our friendly, local team will guide you every step of the way. Will writing & Powers of Attorney are not part of the Quilter Financial Planning offering and are offered by referral only to Ashwood Law Estate Planning Limited.