Estate Planning
Our estate planning services ensure your affairs are in order
Start laying the foundations today and secure your family’s financial future. Our estate planning services give you the tools to help protect and pass on your wealth effectively.
The Importance of Having a Plan
No one likes to think about what happens when they’re no longer here. This could be one of the reasons why over half of UK adults don’t have a will.
If you do not have a plan, your loved ones could face stress, disagreements, and extra costs. Creating an estate plan can help prevent these issues.
Estate planning, sometimes called succession planning, means getting your affairs in order and deciding what will happen to your money and belongings after you die. The right planning can also reduce estate taxes, such as Inheritance Tax.
Plan your future with smart inheritance planning
With the right plan in place, you’ll have peace of mind knowing your legacy is secure.
Our Estate Planning Philosophy
At Holborn, we understand that estate planning is about more than getting your affairs in order. It’s about people, relationships, and protecting what matters most.
We believe planning for the future should fit your life, be practical, and help support the people you care about.
Here’s why clients trust Holborn:
Client-first approach
We are not sales-driven. We put your interests and goals first at all times.
Family first
Our advice is tailored to help your loved ones feel supported, protected, and financially secure.
Specialised expertise
Our team can help with everything from wills and trusts to international estate planning.
Clear guidance
We simplify complex rules and cut the jargon so you feel confident at every step.
Our Estate Planning Services and Benefits
Protecting your income is straightforward. Here’s how it works:
Wills
Wills are a key part of an estate plan. Our estate planners work closely with clients to write and update their wills to make sure they follow the rules and their wishes are respected.
International Estate Planning
Estate planning can be more complex if you live abroad or hold assets in multiple countries. We help international clients simplify the process and navigate foreign tax laws and regulations.
Estate Planning for High-Net-Worth Individuals
People with significant wealth often have complex estates. We create custom strategies to help you organise your assets, reduce estate taxes, and protect your legacy.
Trusts
Trusts help protect, manage, and distribute your assets. They are also important for Inheritance Tax planning. Our estate planners can guide you in choosing the right trust for your needs.
Estate Planning for Business Owners
If you own a business, planning for the future is essential. Our team helps with business succession planning so your company keeps running smoothly without interruptions.
The Benefits for You
- Ensure your wishes are honoured
- Protect your estate
- Reduce estate taxes
- The flexibility to adapt your plan as your life changes
How the Estate Planning process works
Our estate planners make the process simple, so you can secure your legacy with confidence. Here’s what you can expect from our estate planning services:
Initial consultation
We do a fact find to learn more about what you want to achieve and how we can help.
Strategy
We create a plan just for you, covering wills, trusts, tax efficiency, and any international estate planning needs.
Implementation
We set up the legal structures you need, making sure everything is secure and compliant.
Review
As life changes, your plan should too. We offer regular reviews to keep everything current.
Secure Your Legacy Today
Estate planning helps you prepare for the future and provide financial security for your family and loved ones. Our estate planners offer expert advice tailored to your needs and goals.
Estate Planning FAQs
Estate planning is the process of deciding how your assets will be managed and distributed after your death. It can also include planning for long-term care. Estate plans often include a will, trust, and power of attorney documents.
Estate planning services help make sure your money and property go to the people you choose. They can also help you save on taxes, protect your assets, and guide you through legal and financial decisions. These services are helpful for anyone, especially if your estate is large or complex.
Our teams around the world are ready to help you with estate planning. To find our office locations and contact details, please use the link below.
If you live abroad or own assets in other countries, cross-border estate planning is important because each country has its own rules. International estate planning helps protect your overseas assets and makes sure they are passed on as you wish. It also helps you follow local laws.
Many people put off estate planning, but it’s never too early to begin. Since life can be unpredictable, planning ahead helps protect you and your family. Estate planning is especially helpful if you’re building wealth, nearing retirement, or already retired.
Estate planning isn’t something you do just once. It’s essential to review your plan every few years or after significant life changes, such as getting married, having children, or acquiring substantial assets, like a property.