01509 212266
services@woolleybees.co.uk

Tax and succession planning

Feel confident that your estate will be passed on as you would wish, while minimising taxes.

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Ensure your plans are fulfilled

Owning property, managing a business, or having a complex estate can bring both rewards and uncertainties about the future. You’ve worked hard to build your wealth, and you want to ensure it benefits your loved ones for generations to come. However, navigating complex assets and taxes can be a challenge.

With a well-structured tax and succession plan in place, you can gain peace of mind knowing your family’s future is secure. You’ll be able to focus on enjoying the present, confident that your legacy will be protected and maximised for future generations.

Our core services

Inheritance and Capital Gains Tax

Our plain-speaking advice will ensure you and your family don’t pay more than you need to.

Estate and succession planning

We help you structure your estate efficiently and legally minimise taxes, ensuring more of your wealth is passed on to loved ones.

Wills

A will ensures your wishes are clear regarding the distribution of your assets. We'll help you create or update your existing will for peace of mind.

Trusts

Trusts can be used for various purposes, such as protecting assets for future generations or managing beneficiaries' inheritance. We can help you create, administer, and terminate trusts as needed.

Family Investment Companies (FIC)

We will walk you through the process of setting up a tax-efficient FIC.

Family Charters

Provide clarity by setting out a statement of intent for the future of the family business.

How we will help

Joined-up advice

Our goal is to ensure your wealth and assets are passed on just as you wish. We will work closely with your financial planners and accountants to ensure this goal is met.

A wealth of expertise

The laws are ever-changing, but you can be sure that we have the ability and expertise to meet your legal needs and a proven track record of providing high-quality advice.

Unrivalled guidance

We get to know you and understand your concerns and priorities. We are sensitive and outcome-focused and we work hard to provide solutions rather than find problems.

We will help you with

Prestige property services

Expertly handling every aspect of your high-value property transaction.

Power of Attorney and Court of Protection

Put measures in place to protect your future through the inevitable storms.

Administration of estates

Work with us to ensure you receive the highest quality probate and estate administration advice.

Wills, trusts and asset protection

Record your wishes and ensure your estate is distributed efficiently.

Residential property

Expert guidance for buying or selling your home.

Contact us

We are always here to help and answer any questions you might have about our services. Get in touch with our friendly team today.

    Phone
    01509 212266
    Visit us

    29 Rectory Place, Loughborough, LE11 1UW