Will Writing Services
Professional Advice
Trust Planning Services
Trust & Inheritance Tax Planning
Probate Services
Assisted & Full Probate Administration
Business Succession Planing
Business Succession Planning
Working With Our Private Clients
1. Book Your Free 15min Chemistry Call
During this Chemistry Call you have an
opportunity to ask questions and discuss your estate planning services that you require. We will be able to confirm if we are the right company for you to work with and also explain how we work with our clients.
2. Estate Planning Discovery Meeting
This meeting will allow you to understand
the benefits of having a robust and comprehensive estate plan so that you can leave a meaningful legacy to your loved ones. We will cover in depth your needs and requirements, covering pits falls and solutions.
3. Implementation Meeting
During the meeting we collect key information from you so that we can commence the legal drafting of your new estate plan.
4. Attestation Meeting
Every Estate Plan that we produce for our clients includes a professional
attestation service to ensure that all parties to the estate plan
correctly execute the legal documents.
5. Periodic Reviews
We provide periodic reviews to our private clients estate plans, ensuring that any changes in your personal or business life do not impact your planning and an
opportunity to monitor and mitigate any potential IHT liabilities.
Trusted
Have advised & protected hundreds of clients throughout the UK
Experienced
We have over 15 Year’s experience within the realms of Estate Planning
Flexible
We can meet you in person or virtually via a video call
Insured
We hold full Professional Indemnity Insurance for all of our advice and legal documents
Qualified
We are Full Members of the Society of Will Writers and our Legal Partners are STEP Qualified
Will Writing
Making a Will is the only way to ensure that your wishes are carried out after your death. Don’t leave it too late. If you die without a Will, this poses all sorts of problems for the people left behind and could mean that some, or all of your inheritance, either goes to the wrong person or to the state.
Trust Planning
Trusts are a way of managing wealth – money, investments, land or property – for you, your family, or anyone else who you’d like to benefit.
Business Succession Planning
While many business owners are focused on growing the business, they often neglect to consider what will happen if they are injured in an accident, suffer an illness, or suddenly die. Business owners failing to have an estate plan run the risk of undermining a lifetime of hard work, jeopardizing the livelihood of your business associates, and putting your loved ones at financial risk.
Inheritance tax (IHT) can have a significant impact on wealth. We find the most efficient ways to protect your wealth and pass it on for future generations.
Lasting Powers of Attorney
There may come a time in your life when you are unable to manage your financial affairs or personal welfare, owing to some form of incapacity and you will need someone to act on your behalf. A Lasting Power of Attorney ensure your wishes are carried out by those you trust.
Secure Document Storage
It is vital that you store all your legal documents in a secure storage facility. Your place of storage must be easily accessible when your documents are required. You would be wise to ensure that all your legal planning documents are kept in a safe, secure and fully insured facility. You should opt to use our recommended Secure Document Storage facility which will keep all your legal documents safe, secure, fully insured and accessible at all times by yourself and furthermore registered on the National Wills Register.
The death of a loved one can be an emotionally stressful time. We can support you with our probate services so that you can be rest assured that your duties as an Executor can be fulfilled with confidence and peace of mind. Our Probate Services are designed to take away the stress and complex paperwork when dealing with a loved one’s estate.
Book Your Free Consultation Today
For a friendly, no-obligation chat about how we can help you, please fill out the contact form below and we will be in touch as soon as possible.
Download
Our “Protecting Your Family Guide”
Protecting Your Family Guide
Belmont Estate Planning Ltd T/A Belmont Wealth Planning is a Company Registered in England & Wales Number 13947087. Registered Office Address: 4 York House, Langston Road, Loughton, IG10 3TQ.
