Wills & trusts

It’s only natural that you want your assets to be passed to your family, both during your lifetime and following your death. You want to be sure your wealth goes to the right person at the right time. In fact, you will probably want to ensure that no one else gets their hands on it!

In the same vein, you will probably want to make sure that you pay no more tax than is reasonable; in many situations, you will want to avoid it completely.

Organising your will and strategically using trusts is the only way to ensure that your assets will be distributed according to your wishes, and that your family will fully benefit from the inheritance you want them to receive. Taking action now to organise your affairs and protect your family’s wealth is always the better option.

We understand that discussing your wishes for the future of your estate, when that time comes, can be an emotional and difficult conversation. We will guide you every step of the way and explain this complex area of law in a clear, easy-to-understand way. We will give you the peace of mind you’re currently looking for.

We have recently been awarded the Solidus Achievement of Excellence in Establishing Trust Solutions, in recognition of excellent achievements in providing comprehensive estate planning solutions to our clients.

Please note, Lifeplan Wills & Trusts is not regulated by the Financial Conduct Authority. It is in no way linked to our Financial Advice firm, Lifeplan Financial Management Limited.

Specifically, we will:

  • Reduce the Inheritance Tax liability on your estate
  • Protect your surviving spouse and children
  • Strategically use trusts to protect your assets
  • Create a will to ensure that your assets can be passed on to your beneficiaries
David and Lucy – Inheritance Tax planning

After Lucy’s father died, leaving a considerable sum to his daughter, she and her husband David were able to retire. The focus of our work then turned to Inheritance Tax planning for their family.

Read more

What our clients say

Initially we were unsure about contacting Lifeplan, as we were wary that any advice given may not be impartial or even to our benefit. We needn't have worried as we now have every confidence in the planning, investments as well as the will and trust Lifeplan helped us with. It is a great relief knowing we can trust the people dealing with our finances. We are always kept fully up to date and have annual meetings where everything is explained in clear and concise ways.

June, Northumberland

A client since 2016

As retirement approached, I was uncertain how to proceed. Advice from Lifeplan set us on the right track and we are now enjoying a very comfortable lifestyle. Good advice was provided regarding our wills and Powers of Attorney. We appreciate the guidance given and feel happy and secure in our retirement.

Albion, Tyne and Wear

A client since 2015

Gary and Kate have been excellent in understanding our needs and requirements and have given first class advice. They have helped with our financial planning and setting up a trust to ensure our wishes for the future will be met. Nothing is too much bother for them and they provide an excellent service. My wife and I would happily recommend them.

John, Newcastle Upon Tyne

A client since 2014

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    Office 87, Derwentside Business Centre, View Point,
    Consett, Co. Durham, DH8 6BN
    3.8, The Beacon, Beaufront Park, Anick Road, Hexham,
    Northumberland NE46 4TU

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