Our Services / Estate Planning
Estate Planning Advice You Can Trust
We help you put the right structures in place to manage, protect, and distribute your assets with confidence.
Plan with purpose. Protect with confidence.
Estate planning isn’t just about what you leave behind, it’s about protecting your wealth during your lifetime and passing it on efficiently.
Without the right planning, much of your hard-earned wealth could be lost to tax or mismanagement.
Our expert advisers work with you to create a plan that safeguards your assets, supports your family, and reflects your wishes — all while minimising potential inheritance tax exposure.
Our Estate Planning Approach
How We Help You Plan Ahead
Comprehensive Review
We start by understanding your complete financial picture — assets, liabilities, and long-term goals.
Inheritance Tax Planning
We help you reduce your estate’s tax liability through efficient structuring and allowances.
Trusts & Gifting
Protect family wealth and pass assets responsibly using trust and gifting strategies.
Collaborative Expertise
Plan how and when to draw income — balancing flexibility, risk, and taxation.
Estate Planning Services
How We Help You Plan Ahead
Wills & Legal Structure
Ensure your assets are distributed exactly as you intend. We can guide you through the importance of having a valid will and how it interacts with your financial arrangements.
Trust Planning
Ensure your assets are distributed exactly as you intend. We can guide you through the importance of having a valid will and how it interacts with your financial arrangements.
Inheritance Tax Advice
Ensure your assets are distributed exactly as you intend. We can guide you through the importance of having a valid will and how it interacts with your financial arrangements.
Gifting Strategies
Ensure your assets are distributed exactly as you intend. We can guide you through the importance of having a valid will and how it interacts with your financial arrangements.
The Process
Our Step-by-Step Approach
Discovery
We take time to understand your family, goals, and financial structure.
Assessment
We review assets, liabilities, and potential tax implications.
Strategy
We create a bespoke plan that reflects your wishes and priorities.
Ongoing Guidance
We review your plan regularly to keep it aligned with changing laws and life circumstances.
Why Choose Executive Wealth Services
Estate planning requires sensitivity, precision, and trust. With decades of combined experience, we help families protect what matters most with clear, reliable, and personal advice.
Over 30 years of combined estate planning expertise
Collaborative approach with legal and tax professionals
Tailored solutions to protect your wealth and your wishes
Transparent, straightforward advice every step of the way.
Important Information
Estate planning advice is not regulated by the Financial Conduct Authority. Tax treatment depends on individual circumstances and may change in future. You should seek professional legal advice before making or updating a will or trust.