Secure your legacy and make sure your assets are passed on exactly as you intend. Protect what you’ve built and give peace of mind to your family.
Get in touch with us today →
Estate planning is the process of organising your financial and personal affairs so your wishes are carried out both during your lifetime and after your death. It may include wills, trusts, powers of attorney, and strategies to reduce unnecessary tax. With a clear plan, you can protect your family and remove uncertainty.
Without a plan, your estate could face delays, disputes, or unnecessary costs. Estate planning helps you decide who inherits your assets, protect loved ones if you become incapacitated, reduce inheritance tax where possible, and avoid confusion or conflict in your family.
Plan with confidence and protect what matters most.
At Continuum Wealth, we make financial advice clear, practical, and tailored to you. Whether you’re planning for the future, growing your investments, or protecting your family, our services are designed to give you clarity, confidence, and lasting value.
We help you understand when setting up a power of attorney may be appropriate and guide you on the benefits of putting one in place. Where needed, we connect you with trusted professionals to arrange the legal documents.
We prepare you and your family for the probate process by highlighting potential challenges and helping you plan in advance. If probate services are required, we’ll introduce you to experienced specialists who can manage the process smoothly.
We review your estate’s potential exposure to inheritance tax and highlight tax-efficient strategies that may reduce its impact. When specialist tax or legal structuring is needed, we’ll work with professional partners to put the right solutions in place.
Trusts can play a valuable role in protecting wealth and supporting beneficiaries. We explain how and when they may be beneficial and refer you to trusted partners to establish the right structures for your circumstances.
A will is the cornerstone of any estate plan. We review your situation, highlight when updates are needed, and ensure you understand the importance of keeping your will current. When drafting or amending a will, we’ll introduce you to qualified solicitors.
To discover how our financial services can help you navigate life-changing events, contact us for a complimentary consultation.
Request An Appointment →
Can’t find what you’re looking for? Our FAQs may have the answer.
Continuum Wealth offers comprehensive estate planning services, including collaborating with legal experts to draft wills and trusts, providing tax planning advice, and managing investments within trusts. We tailor our services to your specific needs to ensure your estate plan reflects your goals.
To get started, contact us to schedule a consultation. We will discuss your financial situation, goals, and needs, and develop a personalised estate planning strategy. Our team of experienced professionals will guide you through the process to ensure your legacy is secure.
Feel free to reach out to Continuum Wealth to begin planning your estate and secure your family's future. We are here to provide the expertise and support you need to ensure your wishes are honored and your legacy is preserved.
Trusts are a vital part of estate planning, offering benefits such as asset protection, tax efficiency, and control over how and when your assets are distributed. They can be tailored to meet various needs and circumstances, providing flexibility and security for your beneficiaries.
You should review and update your estate plan regularly, especially after significant life changes such as marriage, divorce, the birth of a child, or changes in financial status. Regular updates ensure that your estate plan remains current and effective.
Effective estate planning can reduce the inheritance tax (IHT) burden on your estate. This involves using tax-efficient strategies such as gifting, trusts, and maximising available tax reliefs. Proper planning ensures more of your wealth is preserved for your beneficiaries.
Key documents include:
If you die without an estate plan, your assets will be distributed according to the rules of intestacy, which may not reflect your wishes. This can lead to legal disputes, higher taxes, and complications for your family. An estate plan ensures your assets are handled according to your preferences.
A Lasting Power of Attorney (LPA) is a legal document that grants someone the authority to make decisions on your behalf if you become incapacitated. It is crucial for managing your financial and healthcare affairs when you cannot do so yourself. There are two types of LPA in the UK: one for financial decisions and one for health and welfare decisions.
Estate planning involves arranging the management and disposal of your assets during your lifetime and after your death. It includes drafting legal documents such as wills and trusts, planning for tax efficiency, and appointing powers of attorney to manage your affairs if you become incapacitated.
A financial adviser helps you understand the financial aspects of estate planning, such as tax implications, investment management, and asset distribution. They work with legal professionals to ensure your estate plan is comprehensive and aligned with your financial goals.
It's never too early to start estate planning. Ideally, you should begin as soon as you have assets to protect or dependents to care for. Significant life events such as marriage, having children, or purchasing a home are also good times to create or update your estate plan.
Estate planning ensures that your assets are distributed according to your wishes, minimises potential legal disputes, reduces taxes, and provides for your family's financial future. It also includes provisions for managing your affairs if you become unable to do so yourself.
Note: This page is for information purposes only and should not be considered as financial advice. Always consult an Independent Financial Adviser for personalised financial advice tailored to your individual circumstances.