Estate Planning in Bristol
Local, independent estate planners based in Henleaze — helping Bristol families protect what they've built and pass it on with as little tax, delay and stress as possible.
Why estate planning matters
Without a clear estate plan, the rules of intestacy decide who inherits — not you. Property can be tied up in probate for over a year, second marriages can disinherit children from the first, and a single illness can leave your finances frozen with no one able to act on your behalf.
Good planning fixes that. It puts your assets where you want them, names the people you trust to step in if you can't, and keeps as much as possible out of HMRC's hands.
What we cover for Bristol clients
We work with homeowners, business owners and retirees across Bristol, Bath and the South West. Most of our clients come to us through word of mouth — solicitors, accountants and existing families we've worked with.
- Wills — single, mirror and trust-based
- Lasting Powers of Attorney (property & financial, health & welfare, business)
- Severance of tenancy to protect a share of the family home
- Inheritance tax planning and gifting strategies
- Probate support for families after a bereavement
How it works
Step 1 — Free, no-pressure consultation by phone, video or at our Henleaze office. We listen to your situation and explain your options in plain English.
Step 2 — We draft the documents. You review, we amend, and we walk through every clause before you sign.
Step 3 — Signing and storage. For LPAs we handle the OPG registration; for wills we store the original safely and you keep certified copies.
