Wills and estate planning
Thoughtful planning to protect your family and pass on wealth in the way you intend.
How we help
Planning ahead gives your family certainty and can significantly reduce the inheritance tax they face. We talk through your wishes in plain English and help put a clear plan in place.
- Will planning and reviews
- Inheritance tax planning
- Lasting powers of attorney
- Lifetime gifting and trusts
- Succession planning for business owners
[Will-writing provider or partner firm and any regulatory note]
Who it is for
Individuals, families and business owners who want peace of mind.
How it works
1. An initial conversation. We learn about you, your plans and what you need from us.
2. A clear proposal. We set out the scope of work and agree the fee with you before anything starts.
3. Ongoing support. You get a named contact, agreed deadlines and regular check-ins.
Common questions
How much does it cost?
Every client is different, so we agree a fixed fee once we understand what you need. [Pricing approach or starting fees, if you wish to publish them]
Can you take over from my current accountant?
Yes. We contact your current adviser for the information we need and handle the handover for you.
Do we need to meet in person?
Not unless you want to. Many clients work with us by video call and a secure online portal.
Tell us where you are and where you want to be
Send us a few details and one of our advisers will be in touch within [response time, e.g. one working day] to arrange an initial conversation.
- Phone[Phone number]
- Emailhello@lsdhillon.co.uk
- Office[Office address]