Succession & Estate Planning

Our experienced succession and estate planning solicitors are here to make the process straightforward, ensuring that you can protect your assets, support your loved ones, and preserve your wishes.

Effective estate planning ensures that your affairs are handled smoothly and tax-efficiently after your death. Without a plan, your estate could be subject to unnecessary delays, significant tax charges, and disputes among family members.

Our team will work closely with you to create a bespoke estate plan tailored to your circumstances. We can advise on:

Estate planning is not only about distributing your wealth; it is about protecting your family’s future security and minimising the burden they may face after your passing. A properly structured estate plan can provide lasting benefits to future generations, helping you to pass on family values as well as financial assets.

Additionally, we can assist with lifetime planning measures, such as preparing Lasting Powers of Attorney and making advance decisions about healthcare preferences. These documents ensure that, should you lose capacity during your lifetime, your wishes will still be respected and important decisions can be made on your behalf by trusted individuals.

Our succession and estate planning solicitors work closely with other professionals such as financial advisers and accountants to deliver a seamless service. Whether your estate is simple or complex, we provide clear, practical advice to give you peace of mind that everything has been taken care of properly.

Fees – 

We offer clear, fixed-fee pricing for estate planning services and will provide you with a tailored quote following an initial consultation.

Department: Private Wealth

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Testimonials and Reviews

Thank you for your exceptional conveyancing service. Your professionalism, clear communication, and attention to detail make the process seamless. I truly appreciate your support and wouldn’t hesitate to recommend you.

The exceptional Chris Beames has huge experience, is empathetic and able to explain things in a way that is clear and intelligible.

Georgia is extremely good at keeping me informed and her explanations are thoughtful balanced and clear.

Always use Berry Smith for all Legal work, have done for over 15 years & will continue to do so. Never had a bad experience with them.

Whilst the contact was totally professional, I enjoyed the friendly, “down-to-earth” approach, we could talk on a human-to-human level without the technical speak that you sometimes meet with legal representatives. I also considered that there was a business like, practical attitude

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