Trust and estate planning - Protecting Wealth and Planning for the Next Generation
Effective estate and trust planning helps safeguard your wealth, reduce tax exposure, and provide for future generations. Our experienced team offers practical, personalised advice to help individuals and families plan with confidence—whether you’re managing personal assets, business interests, or agricultural estates.
We work closely with high-net-worth individuals, business owners, and farming families to develop bespoke strategies that reflect both financial goals and family values.
Our Estate and Trust Planning Services Include:
- Trusts – Advice on establishing and managing trusts for asset protection, succession planning, and inheritance tax efficiency.
- Will Planning – Ensuring your will is properly structured, aligned with your estate plan, and adapted to your family’s needs.
We can support you in navigating complex arrangements such as:
- Multi-generational wealth transfers
- Business succession and shareholder planning
- Agricultural property and farming asset preservation
- Blended family and cross-border estate issues
Our services are delivered in collaboration with trusted legal and financial partners, ensuring a joined-up approach.
Please note that some aspects of estate planning, including will writing and certain types of trusts, may fall outside the scope of FCA regulation.
Estate and Trust Planning FAQs
What are the 7 steps in the estate planning process?
- Take stock of your assets – property, investments, pensions, etc.
- Clarify your objectives – who you want to benefit and how.
- Understand tax implications – including inheritance tax (IHT).
- Create or update your Will – to ensure your wishes are legally recognised.
- Consider lifetime gifts and trusts – for efficient wealth transfer.
- Plan for incapacity – through lasting powers of attorney.
- Review regularly – as personal, financial, and tax situations change.
At Streets, we guide clients through each step with tailored, expert advice.
Where can I get advice on estate planning?
You can speak to a qualified tax or financial advisor with experience in estate and tax planning. At Streets, our specialists offer personal, proactive advice to help you structure your estate efficiently and with clarity for the next generation.
Who benefits most from estate planning?
Protect Your Estate and Trust Planning, and Secure Your Legacy
Whether you’re a high-net-worth individual, a business owner, or part of a farming family, we can help. Contact us today for expert advice on wills and trusts.
Email: info@streets.uk
Or complete the contact form below.
