Protect your estate for
your loved ones to inherit
Lakeside Wills & Estates
We offer the following estate planning products
Single and Mirror Wills
Simple wills are a cost effective way to name who will look after your children, who will inherit your estate and who will handle the necessary paperwork. We even have some FREE templates which may be appropriate in some instances.
Property Protection Trusts
Protect your property from unforeseen events such as accidentally disinheriting children due to death and remarriage, potential future claimants and unnecessary long term care costs.
Severance of Tenancy
Most people own their property on a joint tenancy basis; this is not necessarily the most effective set up for estate planning purpose. We can help review your situation and amend for you if required.
Lasting Powers of Attorney
Prepare for potential mental or physical incapacity by nominating who you would like to look after your finances and medical and care needs while the choice is still yours. It is much easier and cost effective to do this in advance rather than as required.
Discretionary Will Trusts
Create trusts to allow you maximum flexibility and control over who will inherit and benefit from your estate. Trustees act on your wishes with discretion so that you can let them know who you would like to benefit and under what circumstances.
Lasting Powers of Attorney
Prepare for potential mental or physical incapacity by nominating who you would like to look after your finances and medical and care needs while the choice is still yours. It is much easier and cost effective to do this in advance rather than as required.
Discretionary Will Trusts
Create trusts to allow you maximum flexibility and control over who will inherit and benefit from your estate. Trustees act on your wishes with discretion so that you can let them know who you would like to benefit and under what circumstances.
Nil Rate Band Inheritance Tax Trusts
Similar to Discretionary Will Trusts in nature but with a maximum benefit from your estate of the Inheritance Tax Nil Rate Band. This type of trust can be used to help with Inheritance Tax Planning.
Pilot Trusts
These trusts are similar to the discretionary trusts set up through a will, however, they are established during your lifetime which can help with Inheritance Tax Planning.
Funeral Plans
Planning your funeral may be a sobering though but it does take a massive burden off your loved ones at a time of grief. We offer FREE plans but pre-paid options allow you to lock in the cost of your funeral now to avoid ever increasing costs.
The Financial Conduct Authority does not regulate products and services provided by Lakeside Wills
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