Harrogate Estate Planning

Your Local Experts in
Wills, Trusts and Powers of Attorney

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Estate planning is the act of arranging your estate to ensure that your financial affairs are handled efficiently, both in life and after your death. It involves preparing documents such as a Will, Trust, Power of Attorney or any other document that will direct the handling and protection of your assets during your lifetime or after your death.

At Harrogate Estate Planning we can help create a bespoke plan for you to ensure it is your loved ones that benefit and retain that benefit, providing you with protection, certainty and peace of mind.

How Can We Help You?

Wills

Ensure your assets are passed to the right people

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Trusts

Protect your assets in life and death

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Powers of Attorney

Appoint people to manage your affairs when you can’t

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Free Will Review 

Review your existing Will

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Inheritance Tax Planning

Ensure tax efficiency when passing on your assets

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Business Succession

Preserve your business assets for your family

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What Risks Does Your Estate Face?

  • Will the people you wish to benefit from your estate when you are no longer here actually benefit?

  • What would happen to their inheritance if they were to go through a divorce in the future, or if creditors were chasing them from assets within their personal estate?

  • What if you aren’t here anymore, and your partner remarries? Will your children’s inheritance go to someone else family?

  • Will your family have to pay 40% inheritance tax on your assets?

  • How will you pay for care fees, will you have to sell your home?

  • Will you simply be adding to your children’s own inheritance tax problem when you are gone?

Who will be entitled to my share of the business?

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SOME BASIC FACTS

Everyone should have a Will, but 2 out of 3 people have not yet made a Will, and those that have may not have the correct Will in place.

If you own a business or a share of a business, your spouse / partner and children may not inherit your share of a business.

A large proportion of any inheritance could be lost in future divorce settlements, to creditors or bankruptcy and taxation.

An estimated 70,000 people per year have to sell their homes to pay for care.