Estate Planning Solicitors
Estate Planning Solicitors
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Protect What Matters Most
Planning today can save your loved ones unnecessary stress, delay and expense in the future.
Whether you’re making your first Will, reviewing your existing arrangements or looking for advice on trusts and inheritance tax planning, our experienced estate planning solicitors are here to help.
Arrange an appointment with our Private Client team today.
Rose & Rose
Estate Planning Solicitors
Protect Your Family, Your Wealth and Your Wishes
Planning ahead gives you peace of mind and helps ensure your loved ones are looked after when you’re no longer here. Whether you need a Will, want to reduce potential Inheritance Tax, or are considering the use of trusts to protect your assets, our experienced private client solicitors can help you put the right plan in place.
At Rose & Rose Solicitors, we provide practical, tailored estate planning advice to individuals and families across Surrey and South West London, helping you make informed decisions that protect both your estate and those who matter most.
Speak to our Estate Planning Solicitors today.
What is Estate Planning?
Estate planning is about more than writing a Will.
It involves reviewing your personal and financial circumstances to ensure your assets are passed on according to your wishes in the most effective way possible. Good estate planning can help minimise unnecessary tax, protect vulnerable beneficiaries, preserve family wealth and make things much easier for your loved ones in the future.
Every family’s circumstances are different, which is why we take the time to understand your objectives before recommending the most appropriate legal solutions.
Why Consider Estate Planning?
Estate planning may help you:
- Ensure your wishes are clearly documented
- Protect your family and future generations
- Reduce potential Inheritance Tax liabilities where appropriate
- Protect assets through appropriate trust arrangements
- Provide for vulnerable or young beneficiaries
- Give executors clear instructions and reduce complications after death
- Provide peace of mind that your affairs are in order
Start Planning with Confidence
Receive clear, practical advice tailored to your family, your assets and your future wishes.
Our Estate Planning Services
Wills
A professionally drafted Will ensures your wishes are clearly recorded and provides certainty for your loved ones. It also forms the foundation of any effective estate plan.
Inheritance Tax Planning
Careful planning can help reduce the amount of Inheritance Tax payable by your estate. Early advice provides more opportunities to structure your affairs efficiently and ensure as much of your estate as possible passes to your chosen beneficiaries. Rose & Rose advises clients on available allowances, gifting strategies and other lawful tax planning options.
Trusts
Trusts can provide valuable protection for assets while giving you greater control over how and when your beneficiaries receive them. Depending on your circumstances, trusts may also form an important part of your wider estate and inheritance tax planning strategy. Rose & Rose can advise on the most appropriate trust arrangements for your family and objectives.
Lasting Powers of Attorney
Planning for the future also means preparing for unexpected circumstances. A Lasting Power of Attorney allows someone you trust to make decisions on your behalf if you become unable to do so yourself.
No. Estate planning is valuable for anyone who wants their wishes carried out, regardless of the size of their estate. While larger estates may benefit from inheritance tax planning, everyone can benefit from having appropriate legal documents in place.
Depending on your circumstances, there are several lawful planning options that may help reduce the Inheritance Tax payable by your estate. Early planning generally provides the greatest flexibility.
Not necessarily. Trusts can be useful for many families, including protecting assets for children or vulnerable beneficiaries, as well as forming part of wider estate planning. Whether a trust is appropriate depends on your individual circumstances.
Yes. It's sensible to review your estate planning whenever there are significant life changes, such as marriage, divorce, having children or grandchildren, purchasing property or changes to tax legislation.
Why Choose Rose & Rose?
Our experienced private client solicitors understand that estate planning often involves sensitive family and financial decisions.
We provide clear, practical advice without unnecessary legal jargon, taking the time to explain your options and recommend solutions that reflect your personal circumstances.
Whether you’re preparing your first Will or reviewing an existing estate plan, we’ll help ensure your arrangements remain suitable as your life and family evolve.
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