5-star rated estate planning company in Essex

Protecting & Preserving Your Wealth For Generations To Come…

At Belmont Wealth Planning, we specialise in Estate Planning and Will Writing Services designed to protect families, homeowners, and high-net-worth individuals across England and Wales. From shielding your legacy against inheritance tax, care fees, and probate costs to safeguarding against creditors, divorce, and more, we provide the certainty and peace of mind you deserve.

Will
Writing

Over 10,000 UK families dispute inheritances yearly due to unclear Wills. Our expertise helps create clear documents to prevent conflicts.

Trusts &
IHT Planning

We create comprehensive legal strategies using Trusts and Wills to help you protect your wealth from Inheritance Taxes and Social Impacts, ensuring compliance with UK law.

Lasting Power
of Attorney

By age 65, over 50% face incapacity; we can draft tailored Lasting Power of Attorneys to ensure your protection.

Trusts for Care
Fee Protection

Care fees in England and Wales average £2,000 per week, potentially depleting estates within 3 to 5 years. We provide customised legal Trusts compliant with UK law to protect your assets from these costs.

What makes us different?

Why Choose Belmont Wealth Planning?

Our independent and comprehensive advice guarantees that your estate is properly and legally protected, not only during your lifetime but for future generations as well. Over the years, we have built our reputation on trust, experience, and expert guidance. At Belmont Wealth Planning, we take pride in the ongoing support and assistance you receive as a private client regarding your estate.

What makes us different?

Why Choose Belmont Wealth Planning?

Our independent and comprehensive advice guarantees that your estate is properly and legally protected, not only during your lifetime but for future generations as well. Over the years, we have built our reputation on trust, experience, and expert guidance. At Belmont Wealth Planning, we take pride in the ongoing support and assistance you receive as a private client regarding your estate.

Establishing Certainty For Your
Family's Future Today...

Establishing Certainty For Your Family's
Future Today...

We are a dedicated Estate Planning company with more than 15 years of experience in Will Writing, Trust Planning, Inheritance Tax Planning (IHT), Business Succession Planning, Mental Capacity Protection and Care Fees Protection. We understand how vital it is to safeguard your personal and business wealth for your loved ones.

Secure Your Family’s Future Legacy With Our Flexible Online Estate Planning Services

Belmont Wealth Planning serves clients across the UK with private and confidential consultations. Book your free online consultation with Kamal Solanki our expert Estate Planner today…

Confidential Online Service

Appointments:
9:00am - 5:00pm Monday - Friday

Home Visits Available On Request

What makes us different?

Secure Your Family’s Future Legacy With Our Flexible Online Estate Planning Services

Belmont Wealth Planning serves clients across the UK with private and confidential consultations. Book your free online consultation with Kamal Solanki our expert Estate Planner today…

Confidential Online
Service

Appointments:
9:00am - 5:00pm
Monday - Friday

Home Visits Available
On Request

Is securing the financial future of your loved ones worth the peace of mind?

Join over 2,000 homeowners, families, and high-net-worth individuals in England and Wales who have taken proactive steps to safeguard their assets.

Take Your First Step
& Book Your Free
Consultation Today!

How We Work With Clients

Estate Planning
Discovery Meeting

This meeting will help you appreciate the benefits of a robust and comprehensive Estate Plan, ensuring you can leave a meaningful and protected legacy for your loved ones. We will delve deeply into your needs and requirements, addressing potential pitfalls and offer you bespoke effective solutions.

Free Online
Consultation

In this online consultation, you'll have the opportunity to ask questions and explore the estate planning services you require. We'll assess whether we're the right match for you and outline our approach to working with clients.

Execution of
Estate Plan

Now comes the vital step: executing your estate plan! We will expertly guide you through each phase of this process, ensuring that all necessary documents are submitted to the appropriate government bodies. Once your documents are signed and witnessed, you can be rest assured that your Estate Plan is now officially in place!

Implementation
Meeting

During the meeting, we will gather essential information from you to begin drafting your new Estate Plan. Once you have approved your Estate Plan ensuring that you fully understand and feel comfortable with your planning, we will begin to carefully draft your legal documents.

Wouldn't it be Wise to Secure Your Family's Wealth with the assistance of a Professional Estate Planning Expert?

Join over 2,000 homeowners, families, and high-net-worth individuals in England and Wales who have taken proactive steps to safeguard their assets.

Take The First Step
& Book Your Free Consultation Today!

We Are Dedicated to
Safeguarding Your Family's Wealth

Trusted

We have advised and protected clients across England and Wales

Experienced

We have over 15 years of expertise in Estate Planning

Flexible

Private Consultations are available online and in person

Get Started Today…

Why is getting a will early important?

Watch this video to learn more about why will writing is important in protecting your family.

What is estate Planning? And why is it important?

Come Join Over 2000 Homeowners, Familes And High Net Worth Individuals In England And Wales Who Took The Steps Early To Protect Their Assets

Belmont Wealth Planning Brochure

Access Your Complimentary Guide

Discover how to protect your family by downloading our Estate & Legacy Wealth Planning Mastery Guide…

Frequently Asked Questions (FAQ)

Estate planning is the process of arranging for the management and disposal of your estate during your life and after your death. At Belmont Wealth Planning, we assist you with Wills, Trusts, Mental Capacity Protection and all other legal documents to ensure your wishes are met.

A will is essential because it outlines how your assets will be distributed upon your death. Without a will, your estate may be distributed according to intestacy laws, which may not align with your wishes.

A will is a legal document that specifies your wishes regarding asset distribution after death, while a trust is a legal arrangement that allows a third party (the trustee) to hold assets on behalf of beneficiaries. Trusts can provide benefits such as avoiding probate and reducing estate taxes, and our team at Belmont Wealth Planning can help you determine the best option for your needs. 

No. You can create a Will with a solicitor. However, in our opinion, most solicitors are not experts in the field of estate planning and merely offer an execution-only service rather than offering an in-depth examination of one’s estate and a bespoke service. It is always highly recommended that an expert estate planner in the field of estate planning be consulted when making decisions that will affect future generations. At Belmont Wealth Planning, our experienced Estate  Planner, Kamal Solanki, can ensure that your Will is legally sound, tax efficient and accurately reflects your wishes.

Probate is the legal process of administering a deceased person's estate. It involves validating the will (if one exists), paying debts, and distributing the remaining assets to beneficiaries. Belmont Wealth Planning can guide you through this process smoothly.

There are several strategies to reduce inheritance tax, including making lifetime gifts,  setting up trusts, and taking advantage of allowances and exemptions. Consulting with Belmont  Wealth Planning can help you develop a tailored plan that fits your individual circumstances.

Yes, you can change your will at any time, as long as you are of sound mind. It’s advisable to formally update your will rather than simply making changes by hand. Belmont  Wealth Planning can assist you with any updates you need. 

If you die without a will, your estate will be distributed according to the intestacy rules,  which may not reflect your wishes. This can lead to delays and complications for your loved ones. At Belmont Wealth Planning, we can help you create a Will to avoid these issues.

Your estate plan should include a Will, Trusts you wish to establish, Power of Attorney and a list of assets and beneficiaries. Belmont Wealth Planning can help ensure that all aspects are covered while ensuring that your estate remains tax-efficient. 

It is advisable to review your estate plan every few years or after major life events, such as marriage, divorce, the birth of a child, or significant changes in your financial situation.  Belmont Wealth Planning recommends regular reviews to keep your plan up to date.

Estate planning can help protect your assets from care fees, which may arise if you require long-term care. By establishing certain trusts or gifting assets, you can reduce your estate's value and potentially qualify for means-tested support. This ensures that more of your wealth is preserved for your beneficiaries rather than being consumed by care costs. Belmont  Wealth Planning can provide expert guidance on how to structure your estate to maximise protection.

A Free Discovery Meeting with Kamal Solanki, an expert Estate Planner at Belmont  Wealth Planning, allows you to navigate and implement your bespoke estate plan effectively.  With his expert knowledge and wealth of experience in the industry, Kamal will work with you to understand your unique circumstances and goals, ensuring that your estate plan is tailored to meet your specific needs. This personalised approach helps you make informed decisions about your estate and provides peace of mind for you and your loved ones.

Book your Free Consultation Today and explore how Belmont Wealth Planning can help you Protect Your Assets and leave a Meaningful Legacy...

Get Started Today
& Book Your
Free Consultation

Book your Free Consultation Today and explore how Belmont Wealth Planning can help you Protect Your Assets and leave a Meaningful Legacy...