Welcome to Personal Estate Planning

We are a local, independent and approachable company offering a convenient at home service

Generations of family on a rug - Personal Estate Planning clients

Our Estate Planning Services

Wills

Your Will is probably one of the most important documents you’ll ever write so it needs to be done properly. Especially as the laws around tax and succession are becoming increasingly more complicated. We can help make sure you have a properly drafted Will which will remain valid for years to come.

Lasting Powers of Attorney

An LPA is a legal document used in your lifetime, typically when you can’t make decisions for yourself. It grants power to people you trust to be able to make decisions for you in your best interests. There are two types; one governing your health and welfare, and one governing your property and financial affairs. You can pick one or the other or have both. To be used, they need to be registered with the Office of the Public Guardian.

Trusts

Trusts are like a safety deposit box in which we can put assets to keep them safe. There are lots of different types of trusts and we take care to ensure that if a client needs one, they understand what it does and how. A quick example is a Home Protection Trust which helps to protect your home to ensure it can be passed down to your children.

Document Storage

Your last will and testament is not just a piece of paper; it’s a vital testament to your wishes, your legacy, and your loved ones’ future. That’s why ensuring it is stored correctly and safely is a crucial step in the estate planning journey.

About Us

Want simple, cost effective, fixed priced estate planning? We can help.

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We are able to offer finance to our clients through Funeral Safe – a later life planning finance solution

Click below for a free finance quotation. There is also interest free options (subject to eligibility).

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Ian Brammer (MSWW) is a full member of The Society of Will Writers

He is regulated, insured and fully trained.

visit willwriters.com

Our latest blog articles

Fighting Dementia With a Walk, Does That Really Work?

Dementia is a neurological condition which is estimated to affect around 944,000 people in the UK, according to Dementia UK, and someone develops this condition every three minutes. Of those with the condition, around 60% have Alzheimer’s disease, which is just one of the many types of dementia that people may suffer from. It causes…

Living with Dementia

Around this time last year my dad who as Alzheimer’s was admitted to hospital with a chest infection, whist he was obviously not right I would not describe him as being seriously ill on admission. A couple of days after he admitted I received a call from the hospital asking me how quickly I could…

7 Year Rule in Inheritance Tax Planning

“If my family will face Inheritance Tax on things I leave them when I die, what’s to stop me from giving them my assets now?” Clearly you haven’t heard of the 7 Year Rule. Inheritance Tax in a Nutshell Before diving into the world of Inheritance Tax (IHT) planning and the 7 Year Rule, it’s…

Introducing Personal Estate Planning

Welcome to our new blog. I’m starting to write this for a number of reasons. My name is Ian and I’m the founder of Personal Estate Planning. Without going into too much detail, I’ve had to help my parents out with estate planning and it’s been a challenging process but thanks to my training and…
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We are a local, independent and approachable company offering a convenient at home service

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Ian and the team at Personal Estate Planning offered a truly personal service. He took time to answer all of my questions and to make me feel comfortable. I would certainly recommend them and I’m pleased that my Wills and Powers of Attorney are sorted

Jane Hawksey