Effective Estate Planning

Cascade Wealth to Your Next Generation

Ensure the right people, receive the right legacies, at the right time, in the right way.

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    Estate Planning Solutions

    Our Services

    Discover our strategies to efficiently transfer your wealth to your chosen beneficiaries, whilst optimising its value for their maximum benefit.

    Lasting Power of Attorney
    Powers of Attorney
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    Will Writing
    Will Writing
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    Trusts
    Trusts
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    Probate
    Probate
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    What is Estate Planning?

    Effective estate planning will enable the orderly transfer of your wealth and assets, either during your lifetime and/or when you pass away, to your beneficiaries, whilst minimising any potential negative impacts on them.

    Reasons

    Why Choose
    WealthBequests?

    Understand Your Situation

    We work with you to understand your situation, interests and intentions.

    Setting Identifiable Objectives

    WealthBequests ascertains your specific objectives, based on your needs, circumstances and preferences.

    Plan, Action & Implementation

    The agreed strategy is implemented, whilst also navigating around the logistical complexities of legislation, regulation and taxation.

    Frequently Asked Questions

    What is Estate Planning?

    Asset protection

    Structuring your assets in the right way will help to prevent the lose of your wealth in the future, should any of your heirs (or other family members) become divorced or bankrupt.

    Protecting your bloodline

    Prevent your wealth from falling outside your bloodline when widows/widowers of your heirs remarry.

    Retain access and control

    Plan ahead to ensure you retain access to sufficient income and/or capital for your future, whilst also mitigating the impacts of potential future care needs.

    Multi-generational IHT mitigation

    Reduce your potential exposure to inheritance tax, as well as that of your future beneficiaries.

    Partners

    Our Philosophy

    At Wealth Bequests, we're all about making sure your stuff goes where you want it to go without any headaches. Let's chat about your goals and sort out the details together. Your legacy is important, and we're here to make sure it's in good hands.

    Personalised Approach

    We believe in a one-size-does-not-fit-all philosophy. Your situation is unique, and so is our approach. We tailor our services to match your specific needs and aspirations.

    Streamlined Peace of Mind

    Our philosophy centers around simplifying the complex world of estate planning. We aim to provide you with a streamlined and stress-free experience.

    Contact Our Team
    testimonials

    What People Say About Us

    “ Very happy with the whole will writing experience. Mike was very friendly, and a pleasure to deal with. Fully recommend to anyone wanting a will in the local Bexley area. ”
    Rachel Jinks
    Will Writing
    “ I contacted Wealth Bequests to get my will sorted, and it was a breeze! From our first chat to the final paperwork, everything was smooth and quick. These guys totally get it – they listened to what I wanted and made sure my wishes were crystal clear in my will. No confusing legal talk – just straightforward, easy-to-understand advice. ”
    James Dearmer
    Will Writing
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    Ready to Get Started?

    Ready to take the first step in securing your legacy? Contacting Wealth Bequests is as easy as sending a message or calling us.