Estate and
wealth planning
Protecting your wealth and assets for today, tomorrow and the future.
Protecting your wealth for your future generations. We know that wealth and estate planning is more than just reducing your tax bill. It’s about investing wisely to protect your assets today, generate growth and secure them for the next generation.
Our team will provide comprehensive and pragmatic advice on estate planning and investment strategies, tailored specifically to you, however complex your estate. The team is experienced in wealth and estate planning for family-run businesses, working closely alongside other specialist advisers to deliver the very best results for you.
Our core wealth and estate planning services
Why Choose SE-Solicitors
Understanding
With our belief that relationships really do matter, we’re focused on understanding you and your world more deeply.Expertise
By harnessing our collective skills, knowledge, and depth of expertise, we support you to manage the unique complexity of your personal and commercial interests in a smarter way.Insight
Naturally strategic, we’re able to see the bigger picture, solve problems and realise opportunities more effectively.Agility
Always responsive, with a solutions orientated mindset, we get to the heart of the matter fast, enabling you to reach positive outcomes more quickly.Meet our Team for Estate & Wealth Planning
Get in touch
Let us know your legal needs, complete the form to tell us your requirements and we shall respond to you with how we can help.
Estate & Wealth Planning Posts
The impact of using unregulated firms for will writing, trusts and estate planning services
The recent decision from the Financial Conduct Authority that it has no power to intervene to recover the losses for many people who were…
Read MoreProbate – what are the risks of doing it yourself?
When a loved one dies and you have been nominated as an executor in charge of sorting out their property, money and possessions, you may…
Read MoreWhat do you do when a loved one dies?
Dealing with the death of a family member is overwhelming, and the emotional aspect can be devastating. These steps can help you to…
Read More