Your Trusted Estate Planning Partner

Ascot Estate Planning

Established as a department of Ascot Wealth Management in 2010 by former investment banking professional Mark Insley, Ascot Estate Planning expanded so rapidly that it branched out into its own separate company. Our unique approach to estate planning combines our knowledge in both the financial and the legal sector, to ensure every client’s estate is organised in the best way for both protection and tax. We have helped create bespoke estate plans for a huge variety of clients of varying estate sizes and concerns for the future. We specialise in numerous planning techniques and pride ourselves on our innovative plans. Some of the services we advise on include Wills, Trusts, Inheritance Tax Planning, Care Home and Advance Life Planning, including Lasting Powers of Attorney. With Ascot Estate Planning, you have access to STEP Qualified and FCA regulated Financial Advisers who can assess any planning you may already have in place, make recommendations and work with you into the future effectively advance your planning.


Without a will, the strict and rigid ‘Rules of Intestacy’ apply. This means that instead of you making decisions as to how best to distribute your estate, the law decides.
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Care Home Planning

Lifetime trusts are set up during a settlor’s life, and assets or money settled into them immediately. This money or assets can be loaned out to beneficiaries by the trustees at any time, or can remain within the trust and be invested.
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Trusts play an integral part in protecting your wealth, giving you control over how your assets will be used in the future and confidence that they will protect and preserving family assets according to your wishes.
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Inheritance Tax Planning

IHT is regarded as one of the most punitive taxes, at 40% on anything that you own at death over the Nil Rate Band. Many find that they are left with large tax bill that takes nearly half of the inheritance intended for their loved ones.
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Lasting Powers of Attorney

Lasting Powers of Attorney, also known as living wills, are documents that allow you to appoint people to make decisions on your behalf if ever the time should arise that you are mentally incapable of doing so.
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Contact Us

Get in touch with us to find out how we can help you
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The Team

We offer a number of service which when used in conjunction with each other can ensure a better future for your family, for generations to come. Our highly trained professionals will help guide you every step of the way to ensure that your planning is as effective as possible.

Let us contact you

Call Us

0800 7723147

01344 851250

Ascot Estate Planning Ltd is a company registered in England and Wales, Company Number: 09269434. Our registered address: Scotch Corner, London Road, Sunningdale, Berkshire, SL5 0ER. Unless otherwise states, the information in this document was valid on 14th February 2018. This documents is not intended to provide advice, and not all services described will be suitable for all, you should seek appropriate advice.  The information and opinions expressed herein are considered valid at publication, but are subject to change without notice and their accuracy and completeness cannot be guaranteed. No part of this document may be reproduced in any manner without prior permission. © 2018 Ascot Estate Planning Ltd. Please note: This website uses cookies. To continue to use this website, you are giving consent to cookies being used.