Estate Planning

DLS Solicitors offers a straightforward estate planning service, and we can tailor our planning depending on the size of your estate. Plus, we have access to a range of associated experts who offer services that complement our legal advice.

Once a plan has been initiated, we can review it on a regular basis or when changes are made to legislation or regulations.

Estate planning is also important if you’re a business owner to make sure continuity is guaranteed if you’re unavailable.

Our solicitors can help with estate planning services like:

• Wills: advising on, drafting and executing
• Inheritance tax planning: ensuring your loved ones receive the full benefit of your estate
• Trusts: setting up and administering trusts to manage money, property or investments for specific people or purposes
• International estate planning: making sure your estate is not subject to tax in multiple jurisdictions
• Wealth management: advising on investments and wealth-holding structures
• Succession planning: planning for the future so your business continues to thrive
• Planning for care home fees: ensuring your assets aren’t depleted in later life

Our partner-led team provides the comprehensive legal and tax skills required to help you effectively plan for the future.

We have extensive experience dealing with complex estates, many of which have foreign elements.

Estate planning is more than merely minimising taxes. It’s about giving you peace of mind in the future, knowing you’ll have enough after retirement and that your loved ones will have the financial support they require.

Every family is different, and each estate is unique.

We understand this, and we collaborate with our in-house tax specialists and, if necessary, financial advisors to develop a tailored plan that works for you and your goals.