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Estate Planning Advice UK

We’ll help make sure your assets are protected when you’re gone.

Pension Advice Gold Standard

What Is Estate Planning?

Estate planning In the UK, or Protect as we call it, is all about protecting your financial planning, so you know your assets and family are protected when you’re no longer here. It could include things like:

  • Wills
  • Trusts
  • Lasting Power of Attorney
  • Care fees planning
  • Inheritance tax planning

You tell us all the ways you’d like to protect your assets and we’ll structure your Will, so your final wishes have the legal status to be carried out in the way you want.

Essentially, the Protect team are there to make sure what you leave behind goes to the people you want and not someone else you haven’t considered.

Outside of the Joslin Rhodes offices

Don’t take our word for it…

Meet some of our clients and see what they think of us,
the PlanHappy process and how it’s helped them do what they wanted…

Peace of Mind

It’s about knowing that everything’s taken care of. We’ll take all the confusing legal jargon and put it in simple easy to understand language, while also busting some of those common myths people have, like:

  • Signing the house to the kids won’t prevent it being taken in care fees
  • Giving stuff away seven years before death is about inheritance tax, not care fees
  • And much more…
An estate planning meeting with Joslin Rhodes

Woman smiling during an estate planning meeting

Your Estate Planning

At your meeting you’ll meet the Protect team, who’ll listen to your concerns and chat about what you’ve already got, before talking through your options to plug any gaps you might have.

We’ll also look at things like, what you want to happen to your estate when you’re gone and help solve any potential issues.

Estate Planning Blogs

 Make sure you know all the latest rules and updates when it comes
to estate planning with these useful articles, and get that
peace of mind you’re looking for.

Prevent risking assetsFour Ways your Assets Could be at Risk As part of this week-long programme focusing on protecting your assets, we’re bringing you a host of articles, myth busters and did-you-knows to make sure you’ve all the information you need. Read More Lasting Power of Attorney: Why do I Need it? As part of this week-long programme focusing on protecting your assets, we’re bringing you a host of articles, myth busters and did-you-knows to make sure you’ve all the information you need. Read More Woman presenting retirement planWhy do I Need to Worry About Care Fees? Factors such as longer life expectancy, higher house prices and increased levels of home ownership mean that more people fall into the category of not only needing care in later life but having the assets to fund it. Read More Couple writing a will12 Reasons a Will is a Good Idea Many people assume if they don’t have a Will, things will just be shared out between their loved ones but there are some instances when this might not be the case. It’s also possible disinherit them without realising it, which makes setting your wishes out in a Will an important decision. Read More Which trust can you trust?Which Trust Can You Trust? Why a Will Trust and a Lifetime Trust are completely different when it comes to protecting your assets from care fees. Read More

We’re Rated 4.9 out of 5 by our clients on VouchedFor,
the UK’s leading independent IFA review website.

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