Estate Planning Services
Estate Planning, or ‘Protect’ as we call it, is more than just having a will—it’s about safeguarding your assets and making sure that your loved ones are taken care of after you’re gone.
Whether you’re looking to draft a will, set up a trust or Lasting Power of Attorney, reduce inheritance tax, or safeguard your estate from Care Fees, our expert Estate Planning team is here to help. We’ll aim to 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 from being taken in care fees.
You simply tell us what you want to protect and we’ll make sure what you leave behind goes to the people you want and not someone else you haven’t considered. Especially the taxman!
Ready to protect your legacy?
Speak with us today to arrange your no-cost meeting (worth £500) with one of our local pension & retirement planning experts.
Here’s Where Joslin Rhodes Can Help
Don’t just take our word for it…
Read what some of our clients have to say about us…
Commonly Asked Questions About Estate Planning
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Looking for practical, face-to-face help to tackle life’s money matters? Then join us at these no-cost workshops.
Whether it’s pension puzzles, care fee planning chaos, or sleepless nights from financial worries, we’re here to help.
Ready to talk?
Our friendly team are here to help. Simply pop a few details into the form below and we'll be in touch.
We'll show you:
- When you can afford to retire
- How much money you'll need in retirement
- How to make the most of your pensions and other assets to fund your lifestyle