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 Importance of Considering Digital Assets in your Will
In an increasingly digital age, we lead more and more of our lives online. Despite this, very few people consider their digital assets…
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Assisted Dying – Lord Faulkner’s Private Members Bill and the Forfeiture Act 1982
The ethical debate surrounding assisted suicide is long standing, complicated and immotive and particularly since Esther Ransom’s…
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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…
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Lasting Powers of Attorney: Have you protected your future?
Arranging Lasting Powers of Attorney (LPA) for Finance and Property and for Health and Welfare helps you prepare for your future. These…
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Probate delays persist
Those of you with experience in this area, whether personal or professional, will know that these significant delays have been a problem…
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Probate – 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…
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What 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…
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HMRC investigates over 2,000 families for inheritance tax shortfalls
When someone dies it is not always necessary to instruct a solicitor to assist with the administration of their estate. Indeed, many…
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Katharine House Hospices’ Make A Will Fortnight
Our Private Client team are pleased to have once again participated in Katharine House Hospices’ Make a Will Fortnight campaign. The…
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The Importance of Inheritance Tax Planning
In 1789, Benjamin Franklin wrote “In this world nothing can be said to be certain, except death and taxes”. Most people feel…
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Siblings were mistakenly disinherited by their father because he couldn’t read his will
A recent High Court judgement found that three siblings were mistakenly disinherited by their father because he couldn’t understand his…
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Surgeon who married terminally ill colleague 4 days before she died in battle over £10M fortune
Surgeon who married a terminally ill woman 3 days before she died is in battle over £10m fortune. Dr Evi Kalodiki was four days from…
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