Wills & Trusts

Having a valid will allows you to have complete control of what happens to your assets after you die. It will ensure your family, friends and any dependants have the security and protection they deserve. It can also ensure you plan tax efficiently for whatever the future may hold.

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Family Assest Protection

Asset Protection Trusts are specifically designed to protect your assets for you during your lifetime.
You can place many assets into a Living Trust, such as property, savings and investments.

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Inheritance Tax Planning

Inheritance tax is a tax on the estate (the property, money and possessions) of someone who's passed away. How much you pay depends on the value of your estate.
Inheritance tax can cost loved ones hundreds of thousands of pounds when you die, yet it's possible to legally plan to try and reduce this, or possibly pay none at all.

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Powers of Attorney

Conditions such as Dementia, Parkinson's disease, or a Stroke can cause making decisions to become virtually impossible. If you are unable to manage your own affairs, an LPA (Lasting Power of Attorney) appoints someone of your choice to do it for you.
There are two types of LPA:

  • A Property and Financial Affairs LPA
  • A Health and Welfare LPA

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Welcome to Smart Wills

At Smart Wills, we make the process of making a Will hassle-free by visiting you in the comfort of your own home, place of work or in one of our offices. We offer a face to face meeting and can also provide personalised guidance over the telephone or by video chat if preferred.

Our experienced team of friendly estate planners will help you to ensure that you protect what is most precious to you and your family.

At your appointment, we will listen to your wishes and discuss your aims and objectives. We use plain English whenever possible to help you understand the decisions you are making.

We offer a range of estate planning services which may be of benefit to you , including Inheritance Tax Planning, Lasting Powers of Attorneys, Family Asset Protection Trusts, Severance of Tenancy and Pre-Funded Funeral Plans.