Get matched with an Estate Planner
Why you should use an estate planning service
Estate planning is about more than just writing a will — it’s about making sure your assets, property, and personal wishes are protected, and that your loved ones are looked after when you’re no longer here.
Many people put it off because they don’t know where to start. But working with a professional makes the process simpler, clearer, and tailored to your situation.
Here’s why using an estate planning service makes a difference:
- Clarity and peace of mind: A solicitor will help you clearly outline your wishes and avoid confusion or disputes later on.
- Guidance through complex issues: Whether it’s inheritance tax, setting up trusts, or naming a guardian, expert support helps you make the right decisions.
- Save time and stress: With the right advice, you can put everything in place efficiently — and walk away with a plan that’s legally sound and future-ready.
How our matching service works
- Tell us what you need: Complete the form to provide details about your circumstances, such as the estimated value of your estate, whether you’re a home-owner, have children and so on.
- Speak to an advisor: Our advisors will give you a call to confirm your details and your requirements, then match you with a financial advisor who specialises in estate planning and your needs.
- Get started: The matched estate planner will contact you to begin the process, guiding you through every step.
With our matching service, there’s no need to search through countless options. We simplify the process by connecting you directly with trusted experts.
Estate planning guides
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Do unmarried couples need a will? Why it’s even more important
Read more: Do unmarried couples need a will? Why it’s even more important -
How to provide for pets in your will
Read more: How to provide for pets in your will -
What’s the difference between a will and estate planning?
Read more: What’s the difference between a will and estate planning? -
When should you write your first will?
Read more: When should you write your first will?
Estate Planning FAQs
Do I need to update my will when I buy or sell a property?
Yes, it’s a good idea to update your will whenever you buy or sell a home. Property is often one of your biggest assets, and keeping your will current means it reflects your estate’s true value and who should inherit what.
How does estate planning help homeowners?
Estate planning allows you to decide what happens to your home and other assets after you pass away. It also helps reduce inheritance tax, avoids delays in probate, and ensures your family isn’t left with uncertainty about your wishes.
What’s the difference between a will and a trust for property owners?
A will outlines who inherits your property when you die, but it goes through probate. A trust can be used to pass on property more directly and may offer more control, especially if you’re planning for future care needs or want to avoid delays.