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Discovery
A conversation about your family, your assets and what you hope to achieve.
Your trusted estate planning partner
A plan for the people you love.
Wills, Trusts, Inheritance Tax planning and Lasting Powers of Attorney, drafted with the care of a private client practice, so your wishes are honoured and your family is protected.
Estate planning specialists since 2010 Part of the Ascot Wealth Management group Legal and financial expertise under one roof
Our services
Everything you need, under one roof.
Five disciplines that work in concert, from a straightforward Will to Trusts, Inheritance Tax planning, Lasting Powers of Attorney and Care Home Planning.
Wills
Without a Will, the strict Rules of Intestacy apply and the law decides how your estate is distributed. A Will is the starting point of any wider estate plan.
Trusts
Trusts protect your wealth, give you control over how your assets are used, and can last up to 125 years, providing for your bloodline across generations.
Inheritance Tax Planning
Inheritance Tax is charged at 40% on anything owned at death above the Nil Rate Band of £325,000. There are legal ways to reduce this liability.
Lasting Powers of Attorney
Also known as living wills, Lasting Powers of Attorney let you appoint people to make Property & Finance and Health & Welfare decisions on your behalf should you lose mental capacity.
Care Home & Advance Life Planning
Lifetime Trusts and Family Gift Trusts, arranged while you have capacity, so decisions about care and gifts to loved ones can still be made on your terms.
Why plan
The quiet cost of doing nothing.
Even modest estates can lose meaningful value to Inheritance Tax, probate delays and unintended distribution. The right structure changes everything.
Without a plan
Left to chance
- Up to 40% of your estate lost to Inheritance Tax
- Probate delays of many months for your family
- Wealth exposed to divorce, creditors and remarriage
- Assets assessed against future care fees
- Family disputes born of unclear intentions
With Ascot
Planned with Care
- Inheritance Tax minimised across generations
- Assets that pass smoothly, without probate delay
- Bloodline protection from divorce and creditors
- Careful positioning against Local Authority assessments
- Every intention captured with legal precision
Bloodline Planning
Wealth that travels through generations.
Bloodline Planning is the quiet architecture behind lasting family wealth. It is designed to protect, guide and support every generation that follows.
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You
A tailored plan built around your assets, your family and your wishes.
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Your children
Inheritance protected from divorce, creditors and avoidable tax.
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Your grandchildren
Structured access, education and opportunity, preserved with care.
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Future generations
A legacy that remains within your family, where it belongs.
How we work
Three quiet steps to a plan that fits.
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Structuring
Bespoke Wills, Trusts and Lasting Power of Attorney documents drafted by hand.
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Stewardship
Ongoing review as your life, your family and legislation continue to change.
The Ascot approach
Legal and financial expertise, under one roof.
Founded in 2010 as a department of Ascot Wealth Management and now a company in its own right, Ascot Estate Planning brings legal and financial expertise together, organising your estate for protection, tax efficiency and clarity for the people who follow.