01509 212266
services@woolleybees.co.uk

Wills, trusts and asset protection

Record your wishes and ensure your estate is distributed efficiently.

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Structure your assets correctly

As your family grows and your life evolves, ensuring your legacy is protected becomes a top priority. The route you will take depends on your specific requirements.

Whether you want to ensure assets are held for future beneficiaries (through a trust) or distribute them efficiently upon your passing (through a well-crafted will), we have the expertise to help. No matter your specific needs, we’ll work with you to create a personalised plan for a secure future for your loved ones.

Our core services

Wills

Work with us on your will to decide who receives what, how much, and on what terms.

Trusts

Use our expertise to ensure you get the most from your trust and that your money is soundly invested.

Estate and tax planning

We will help you structure your estate in the best way to protect your wealth for the future.

Lasting Power of Attorney

Plan ahead and feel reassured that someone will look after your affairs if you can’t yourself.

Court of Protection

We will be there to advise and guide you in relation to the affairs of vulnerable people.

Administration of estates and probate

We will ensure you receive the highest quality probate and estate administration advice.

How we will help

Sympathetic and expert guidance

We understand that discussing estate planning can be sensitive. That’s why we offer compassionate and expert guidance to help you navigate the process with ease.

Comply with regulations

Navigating wills, trusts, and probate regulations can be complex. We stay up to date on legal changes to ensure your estate plan complies with current requirements and accurately reflects your wishes.

Plan for the future

With a well-structured estate plan, you can have peace of mind knowing your loved ones will be cared for. We’ll help you protect your assets, minimise taxes, and ensure a smooth transition for your beneficiaries.

We will help you with

Prestige property services

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

Tax and succession planning

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

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.

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