What is Estate Planning?

Estate planning covers a variety of different areas of law including wills, lasting powers of attorney, inheritance tax planning (see latest thresholds), trusts and planning for local authority care fees and our estate planning solicitors can help and advise. Regardless of age, personal circumstances and size of your estate, it is important for everyone to consider estate planning to ensure their affairs are in order and make things as easy as possible for their families and friends.

How our Estate Planning Solicitors can help

Our team can assist with:

Wills

It is important for everyone to consider making a will regardless of your circumstances. Please see further information regarding wills here.

Lasting Powers of Attorney (LPAs)

A LPA is a legal document you can enter into, appointing one or more people to act as attorneys to handle your affairs in case you lose mental capacity. There are two different types, property & affairs and health & welfare. Please see further information regarding LPAs here.

Advance Decision

An advance decision is a statement that expresses your views on how you would or would not like to be treated if you are unable to make decisions about any potential treatment you may receive in the future. Please see further information regarding an advance decision here.

Inheritance Tax planning

It is important to consider inheritance tax planning to ensure your beneficiaries benefit from your estate as much as possible. There are many options available to plan for and reduce any inheritance tax payable. We can advise on this either as part of making wills or as a standalone advice appointment.

Care fees planning

Our team can advise on the complex rules around local authority care fees, the current thresholds in place and options to plan for care fees in the future. At the moment, whether you will be required to pay towards your care from your capital is based on a means assessment by the local authority and we appreciate that people often worry about having to sell their home. We can discuss with you whether you will be required to pay towards your care in the future if needed, and the options to plan for this. We can also discuss any eligibility for NHS Continuing Healthcare if relevant. We can provide advice on this either as part of making wills or as a standalone advice appointment.

Why Choose David Gray Solicitors estate planning solicitors?

At David Gray Solicitors, we pride ourselves on our personalised approach to estate planning to ensure that you receive the best service possible. Our team will take their time to understand your individual personal circumstances and your aims to provide you with bespoke advice.

Contact Us

For more information or expert advice, please contact our estate planning solicitors on 0191 232 9547 and ask to speak to a member of our team.